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是如梦
10-03
@66歌
@小虎活动:【中秋特别活动】开盲盒，遇见你的幸运股！
是如梦
10-01
阿里巴巴，行业标杆，也注重创新能力，与时俱进，注重科技
是如梦
09-26
大a转来，从来没中过签的我中了绿茶开心的不行，下一秒就亏了，原来新股会破发，小白学到了
是如梦
09-15
客户虐你什么了 ，一针见血
是如梦
08-08
拼命加杠杆，一局翻身后者破产的就是赌博了
是如梦
06-05
说说你对这篇新闻的看法...
博通再创新高，新款芯片已出货，小摩认为有望交出亮眼业绩
去老虎APP查看更多动态
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，一针见血","listText":"客户虐你什么了 ，一针见血","text":"客户虐你什么了 ，一针见血","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478905448874448","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465428292558912,"gmtCreate":1754654884861,"gmtModify":1754658205948,"author":{"id":"4206014384883550","authorId":"4206014384883550","name":"是如梦","avatar":"https://static.tigerbbs.com/be493d2bbe2d3918ca9662648b1d3c16","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206014384883550","authorIdStr":"4206014384883550"},"themes":[],"htmlText":"拼命加杠杆，一局翻身后者破产的就是赌博了","listText":"拼命加杠杆，一局翻身后者破产的就是赌博了","text":"拼命加杠杆，一局翻身后者破产的就是赌博了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465428292558912","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442660382789720,"gmtCreate":1749094051861,"gmtModify":1749097490792,"author":{"id":"4206014384883550","authorId":"4206014384883550","name":"是如梦","avatar":"https://static.tigerbbs.com/be493d2bbe2d3918ca9662648b1d3c16","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206014384883550","authorIdStr":"4206014384883550"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442660382789720","repostId":"1114888018","repostType":2,"repost":{"id":"1114888018","kind":"news","pubTimestamp":1749045304,"share":"https://www.laohu8.com/m/news/1114888018?lang=&edition=full","pubTime":"2025-06-04 21:55","market":"us","language":"zh","title":"博通再创新高，新款芯片已出货，小摩认为有望交出亮眼业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1114888018","media":"智通财经网","summary":"博通的AI相关收入需求保持强劲。","content":"<html><head></head><body><p>周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94dd0ac0e610864b921fc2a51a6c0413\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根大通发表研报表示，<strong>在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通预计将公布符合或略高于市场预期的第二季度财报，并对第三季度业绩给出乐观指引。该行维持对博通的“增持”评级，目标价为250美元。</strong></p><p style=\"text-align: justify;\">摩根大通表示，博通的AI相关收入需求保持强劲，成为业绩增长的主要驱动力。谷歌TPU v6 3nm ASIC芯片已开始量产爬坡，预计将为博通2025财年剩余时间及2026财年带来显著收入贡献。摩根大通预测，该芯片项目生命周期内收入将超过150亿美元，成为全球最强定制XPU AI加速器。</p><p style=\"text-align: justify;\">在AI网络领域，博通的Tomahawk 5/Jericho 3 AI产品需求持续旺盛，下一代3nm工艺的Tomahawk 6芯片预计于2025年下半年开始量产。综合来看，受益于谷歌TPU处理器的持续放量、Meta/字节跳动等其他ASIC项目的推进以及AI网络产品的稳定需求，博通2025财年AI业务收入有望达到190亿至200亿美元，同比增长约60%。</p><p style=\"text-align: justify;\">非AI半导体业务方面，随着行业周期性趋势改善，无线领域有望实现收入增长，企业级、服务器/存储、宽带等板块需求趋于稳定。软件基础设施业务中，威睿凭借强大的软件续约能力(向高平均售价的VCF全栈解决方案转换和升级)，与大型企业客户的合作持续深化，业务势头保持强劲。</p><p style=\"text-align: justify;\">摩根大通预计，博通第二季度营收、盈利和自由现金流(FCF)将符合或略高于市场预期，订单情况保持稳固。基于第二季度较高的营收基数，预计第三季度营收环比增长5%-7%，达到161亿美元左右，高于市场普遍预期，其中AI业务收入有望突破50亿美元。</p><p style=\"text-align: justify;\">总的来说，凭借在AI基础设施领域的领先地位(全球第二大AI半导体供应商、第一大定制芯片AI ASIC供应商及云/AI网络交换/路由芯片供应商)，以及多元化的终端市场布局和行业领先的毛利率、运营利润率和自由现金流利润率，摩根大通将博通视为其半导体覆盖领域的首选。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1301097.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc2385c65e329fa9a627004332baf9fa","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1301097.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1114888018","content_text":"周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通预计将公布符合或略高于市场预期的第二季度财报，并对第三季度业绩给出乐观指引。该行维持对博通的“增持”评级，目标价为250美元。摩根大通表示，博通的AI相关收入需求保持强劲，成为业绩增长的主要驱动力。谷歌TPU v6 3nm 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21:55","market":"us","language":"zh","title":"博通再创新高，新款芯片已出货，小摩认为有望交出亮眼业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1114888018","media":"智通财经网","summary":"博通的AI相关收入需求保持强劲。","content":"<html><head></head><body><p>周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94dd0ac0e610864b921fc2a51a6c0413\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根大通发表研报表示，<strong>在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通预计将公布符合或略高于市场预期的第二季度财报，并对第三季度业绩给出乐观指引。该行维持对博通的“增持”评级，目标价为250美元。</strong></p><p style=\"text-align: justify;\">摩根大通表示，博通的AI相关收入需求保持强劲，成为业绩增长的主要驱动力。谷歌TPU v6 3nm ASIC芯片已开始量产爬坡，预计将为博通2025财年剩余时间及2026财年带来显著收入贡献。摩根大通预测，该芯片项目生命周期内收入将超过150亿美元，成为全球最强定制XPU AI加速器。</p><p style=\"text-align: justify;\">在AI网络领域，博通的Tomahawk 5/Jericho 3 AI产品需求持续旺盛，下一代3nm工艺的Tomahawk 6芯片预计于2025年下半年开始量产。综合来看，受益于谷歌TPU处理器的持续放量、Meta/字节跳动等其他ASIC项目的推进以及AI网络产品的稳定需求，博通2025财年AI业务收入有望达到190亿至200亿美元，同比增长约60%。</p><p style=\"text-align: justify;\">非AI半导体业务方面，随着行业周期性趋势改善，无线领域有望实现收入增长，企业级、服务器/存储、宽带等板块需求趋于稳定。软件基础设施业务中，威睿凭借强大的软件续约能力(向高平均售价的VCF全栈解决方案转换和升级)，与大型企业客户的合作持续深化，业务势头保持强劲。</p><p style=\"text-align: justify;\">摩根大通预计，博通第二季度营收、盈利和自由现金流(FCF)将符合或略高于市场预期，订单情况保持稳固。基于第二季度较高的营收基数，预计第三季度营收环比增长5%-7%，达到161亿美元左右，高于市场普遍预期，其中AI业务收入有望突破50亿美元。</p><p style=\"text-align: justify;\">总的来说，凭借在AI基础设施领域的领先地位(全球第二大AI半导体供应商、第一大定制芯片AI ASIC供应商及云/AI网络交换/路由芯片供应商)，以及多元化的终端市场布局和行业领先的毛利率、运营利润率和自由现金流利润率，摩根大通将博通视为其半导体覆盖领域的首选。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n博通再创新高，新款芯片已出货，小摩认为有望交出亮眼业绩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 21:55 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1301097.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1301097.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc2385c65e329fa9a627004332baf9fa","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1301097.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1114888018","content_text":"周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通预计将公布符合或略高于市场预期的第二季度财报，并对第三季度业绩给出乐观指引。该行维持对博通的“增持”评级，目标价为250美元。摩根大通表示，博通的AI相关收入需求保持强劲，成为业绩增长的主要驱动力。谷歌TPU v6 3nm ASIC芯片已开始量产爬坡，预计将为博通2025财年剩余时间及2026财年带来显著收入贡献。摩根大通预测，该芯片项目生命周期内收入将超过150亿美元，成为全球最强定制XPU AI加速器。在AI网络领域，博通的Tomahawk 5/Jericho 3 AI产品需求持续旺盛，下一代3nm工艺的Tomahawk 6芯片预计于2025年下半年开始量产。综合来看，受益于谷歌TPU处理器的持续放量、Meta/字节跳动等其他ASIC项目的推进以及AI网络产品的稳定需求，博通2025财年AI业务收入有望达到190亿至200亿美元，同比增长约60%。非AI半导体业务方面，随着行业周期性趋势改善，无线领域有望实现收入增长，企业级、服务器/存储、宽带等板块需求趋于稳定。软件基础设施业务中，威睿凭借强大的软件续约能力(向高平均售价的VCF全栈解决方案转换和升级)，与大型企业客户的合作持续深化，业务势头保持强劲。摩根大通预计，博通第二季度营收、盈利和自由现金流(FCF)将符合或略高于市场预期，订单情况保持稳固。基于第二季度较高的营收基数，预计第三季度营收环比增长5%-7%，达到161亿美元左右，高于市场普遍预期，其中AI业务收入有望突破50亿美元。总的来说，凭借在AI基础设施领域的领先地位(全球第二大AI半导体供应商、第一大定制芯片AI ASIC供应商及云/AI网络交换/路由芯片供应商)，以及多元化的终端市场布局和行业领先的毛利率、运营利润率和自由现金流利润率，摩根大通将博通视为其半导体覆盖领域的首选。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
