杰富瑞分析师写道博通强劲的人工智能增长指引表明AI市场将继续繁荣。分析师表示：“这场狂欢还远未结束。”这家为包括Open

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杰富瑞分析师写道博通强劲的人工智能增长指引表明AI市场将继续繁荣。分析师表示：“这场狂欢还远未结束。”这家为包括Open

智通财经03-05 19:20

杰富瑞分析师写道博通强劲的人工智能增长指引表明AI市场将继续繁荣。分析师表示：“这场狂欢还远未结束。”这家为包括OpenAI和Anthropic在内的人工智能公司提供云计算能力的供应商在周三收盘后公布了财报。分析师认为该公司2027年AI芯片营收达到1,000亿美元的指引可能偏于保守因为他们预见其营收将超过2,000亿美元。每吉瓦价格上涨的预期支撑了分析师对营收的看涨观点。博通股价在盘前跳涨7%。

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