里昂发表报告指，博通第一财季业绩表现符合预期，第二财季营收指引优于预期令人鼓舞。该行目前予博通“跑赢大市”评级及425美元目标价。该行特别指出，博通尚未开始就Anthropic、未具名第五大客户及OpenAI签订的重大合约，以及就Google TPU的订单承诺扩产。该行预计博通未来数季营收增长将显著加速，第二财季营收指引暗示按年增长达47%，远高于第一财季实际的29%。该行预期第四财季的新订单交付期，营收按年增长可能近100%，随后在下财年回落。按年度基准计算，博通现财年应能实现67%营收年增长率。
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大行评级丨里昂：博通第二财季营收指引超预期令人鼓舞，评级“跑赢大市”
格隆汇03-05 21:52
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