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博通AI芯片业务增长超预期，第三季度营收创新高
博通AI芯片业务表现强劲，第三季度营收同比增长63%，创同期新高，预计第四季度营收将达到62亿美元，超过市场预期。一位潜在客户下单超过100亿美元的基于XPU的AI机架订单。公司股价盘后上涨2%。
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分析师称在美国市场产品面临困境的情况下露露乐蒙（Lululemon）股价可能仍将承压。
2025-09-06
瑞银将露露乐蒙（lululemon）的目标股价从每股240.00美元下调至185.00美元。
2025-09-05
Lululemon Athletica：美银全球研究将评级从买入下调至中性，目标价从300美元下调至210美元
2025-09-05
博通（AVGO）开盘大涨13.7%此前该公司宣布获得新客户100亿美元人工智能基础设施订单。
2025-09-05
博通涨15.8%Q3业绩超预期AI业务收入激增 63%。Lululemon跌19.3%全年业绩指引未达预期。特斯拉涨2.
2025-09-05
博通绩后涨幅扩大至14%，公司第三财季业绩超预期
2025-09-05
博通美股盘前涨幅扩大，现涨近14%。公司第三财季业绩超预期，并大幅上调2026年增长预期。
2025-09-05
超越英伟达！博通新客户下单100亿美元
2025-09-05
奥本海默将 LULULEMON 评级从“跑赢大盘”下调至“与大盘表现一致” 。
2025-09-05
Stifel Downgrades lululemon athletica to Hold From Buy, Adjusts Price Target to $205 From $324
2025-09-05
美股异动丨博通盘前涨超7%，业绩超预期+与OpenAI合作启动自研AI芯片量产计划
2025-09-05
博通(AVGO.US)带着OpenAI百亿美元大单重磅宣告：AI ASIC黄金时代到来
2025-09-05
派杰投资下调Lululemon目标价至165美元
2025-09-05
OpenAI明年将与博通合作，量产其自研AI芯片
2025-09-05
博通“百亿大单”曝光：OpenAI明年生产自研芯片，削弱对英伟达依赖
2025-09-05
美股夜盘 | 博通夜盘涨超4%，第三财季营收创同期新高；Lululemon绩后大跌超15%
2025-09-05
博通(AVGO.US)一己之力重振“AI信仰”! AI ASIC需求迈向“英伟达式猛增轨迹”
2025-09-05
博通(AVGO.US)一己之力重振“AI信仰”! AI ASIC需求迈向“英伟达式猛增轨迹”
2025-09-05
运动服装制造商Lululemon Athletica美股夜盘大跌超15%公司连续第二次下调全年业绩指引；美股AI应用软件
2025-09-05
美股夜盘 | 露露乐蒙大跌15.62%，下调全年业绩指引
2025-09-05
昨夜今晨｜标普500指数创收盘新高！亚马逊涨超4%，Figma绩后跌近20%；Lululemon盘后跌超15%，博通涨超4%
2025-09-05
美国博通公司（Broadcom ）首席执行官Hock Tan周四表示在获得一家新客户超过100亿美元的人工智能基础设施订
2025-09-05
Lululemon二季度销售不及预期，连续第二次下调全年业绩指引
2025-09-05
博通Q3 AI芯片收入超预期增63%，神秘新客户下单百亿，料下财年AI前景“大幅”改善
2025-09-05
Lululemon Athletica(LULU.US)连续第二次下调全年业绩指引 盘后股价一度暴跌超15%
2025-09-05
博通高管表示一位潜在客户已获得价值超过100亿美元的基于XPU的AI机架订单
2025-09-05
博通高管称一家潜在客户已采购价值超100亿美元基于其XPU的人工智能机架。
2025-09-05
博通AI芯片收入超预期 盘后涨超2%
2025-09-05
博通股价盘后上涨2%公司发布的第四季度人工智能芯片销售预测高于预期。
2025-09-05
博通第三财季调整后净营收159.5亿美元，分析师预期158.4亿美元。预计第四财季AI半导体营收62亿美元，分析师预期58.2亿美元
2025-09-05
博通（Broadcom）预计第四季度人工智能（AI）半导体业务营收为 62 亿美元市场预期为 58.2 亿美元。
2025-09-05
五撇须
五撇须
·
2025-09-05
连续几次都是财报出来波澜不惊，都是发布会出来才大涨，说明了什么
非常抱歉，此主贴已删除
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五撇须
五撇须
·
2025-09-05
连续几次都是财报出来波澜不惊，都是发布会出来才大涨，说明了什么
非常抱歉，此主贴已删除
看
1,934
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评论
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1
编组 21备份 2
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