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美股异动丨博通盘前涨6.4%,上季业绩超预期,预计明年AI芯片收入突破千亿美元

格隆汇03-05 17:10

博通(AVGO.US)盘前涨6.4%,报337.84美元。消息面上,博通公布2026财年第一财季业绩,营收同比增长29%达到创纪录的193.11亿美元,高于市场预期的191.8亿美元;净利润同比增长34%至73.49亿美元,调整后每股收益为2.05美元,略高于市场预期的2.03美元。期内,AI业务收入同比增长106%达到84亿美元,主要由定制AI加速器和AI网络产品的强劲需求所推动。在财报电话会上,博通总裁兼CEO陈福阳预计公司AI芯片的销售额将在明年超过1000亿美元。(格隆汇)

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