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- 是如梦是如梦
  ·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
  博通的AI相关收入需求保持强劲。
  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
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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 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":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}