Citigroup raises Broadcom's target price to $480, driven by AI performance exceeding expectations

阿斯達克財經網
2025.12.15 03:45

花旗研究報告指，博通 (AVGO.US) 業績及指引均好過預期，主要因 AI 需求持續強勁，相關業務佔 2025 財年銷售額 32%。公司宣佈 Anthropic 成為其第 4 個 AI 客户，該行預期公司未來將新增更多 AI 客户並帶來進一步上行機會，而股價回落主要受毛利率指引下調影響，但預期隨着實際表現將好過指引，股價將會復甦。

該行將博通 2026 財年收入及每股盈利預測上調至 961 億美元及 10.48 美元，2027 財年預測上調至 1,480 億美元及 16.09 美元；目標價由 415 美元升至 480 美元，重申「買入」評級。

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