美股详情

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博通

326.02

-15.2800-4.48%

盘后：326.920.9000+0.28%17:51 EST

成交量：7,313.45万

成交额：239.88亿

市值：1.54万亿

市盈率：68.35

高：346.61

开：346.61

低：321.42

收：341.30

52周最高：414.61

52周最低：138.10

股本：47.22亿

流通股本：46.43亿

量比：1.23

换手率：1.58%

股息：2.42

股息率：0.74%

每股收益(TTM):4.77

每股收益(LYR):4.91

净资产收益率：31.05%

总资产收益率：9.35%

市净率：18.94

市盈率(LYR):66.43

数据加载中...

总览公司新闻资讯公告

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“惊魂暴跌”后迎反击？瑞银力挺博通(AVGO.US)：2026财年AI收入或超600亿，回调属过度反应

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23:52","pubTimestamp":1765986769,"startTime":"0","endTime":"0","summary":"12月17日，美股三大指数全线转跌，道指跌0.12%，标普500指数跌0.67%，纳指跌超1%；半导体板块集体走低，$博通(AVGO)$跌超5%，$超微电脑(SMCI)$跌超4%，$英伟达(NVDA)$、$AMD(AMD)$、$阿斯麦(ASML)$跌超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGO","AMD","NVDA"],"gpt_icon":0},{"id":"2592919060","title":"博通盘中异动 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22:07","pubTimestamp":1765980434,"startTime":"0","endTime":"0","summary":"然而，财报发布后博通股价迎来暴跌，三日内市值直接蒸发近3000亿美元，相当于直接亏掉了一个AMD。从各方面反映来看，股价的下跌一方面来自于近期市场对AI泡沫的担忧。Q4非AI营收为46亿美元，同比仅微增2%。其目前的AI在手订单已高达730亿美元。这不仅为未来18个月的业绩提供了极高的能见度，其内部结构更折射出博通在未来算力版图中的站位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217232312a45786b8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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OpenAI 到谷歌，随着需求激增，各公司纷纷投入数十亿美元建设人工智能基础设施","url":"https://stock-news.laohu8.com/highlight/detail?id=2592918657","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592918657?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 21:28","pubTimestamp":1765978124,"startTime":"0","endTime":"0","summary":"据一位熟知内情的消息人士透露，亚马逊 >正在 洽谈对OpenAI   的投资，这笔潜在交易可能会使ChatGPT母公司的估值超过5000亿美元。据一位要求匿名的消息人士称，亚马逊正在考虑向 OpenAI 投资约 100 亿美元，但双方的谈判仍 \"非常不稳定\"。该项目由美国总统特朗普于今年 1 月宣布，他表示这些公司将投资高达 5000 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15:36","pubTimestamp":1765956996,"startTime":"0","endTime":"0","summary":"知情人士称，作为潜在合作的一部分，OpenAI 计划在部分场景中使用 Trainium 芯片，以降低对英伟达的依赖。目前，微软持有 OpenAI 约 27% 的股权，并拥有其模型商业化的独家分销权，这一结构性限制使亚马逊在商业化层面仍处于劣势。OpenAI 仍处“烧钱期”，融资需求巨大即便获得亚马逊投资，OpenAI 的资金压力仍未缓解。在这一背景下，OpenAI 若正式引入亚马逊资本并采用 Trainium 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14:06","pubTimestamp":1765951584,"startTime":"0","endTime":"0","summary":"主要观点：生成式AI：从单一算力飞轮，到多极大模型生态与全栈Agent化1）算力与大模型：从“单一供应商”走向“多架构+多家头部”从2024到2025年，算力体系从“单一GPU体系”转向多架构并行，我们预计到2026年这种趋势将持续：一方面，NVIDIA通过Blackwell/Rubin、GB200继续提升算力与NVLink带宽；另一方面，AMD Instinct、谷歌TPU、亚马逊Trainium及中国自主研发加速芯片通过技术和市场的双重博弈，推动了全球芯片市场的结构性重塑，配合Ultra Ethernet、UALink等开放互联标准构建多元生态。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217140634a4557eb8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:54","pubTimestamp":1765950875,"startTime":"0","endTime":"0","summary":"美国银行表示，人工智能仍将是2026年最值得布局的投资主题。Arya预计，2026年半导体销售额将再增长约30%，首次接近1万亿美元规模。美国银行推荐名单中的第三只股票是 $拉姆研究$ 。Arya给出的195美元目标价意味着约19%的潜在上涨空间。","market":"us","thumbnail":"https://community-static.tradeup.com/news/a97eb9a14d755a31467860c91b81c811","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/a97eb9a14d755a31467860c91b81c811"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","LRCX","KLAC","ADI","CDNS","AVGO"],"gpt_icon":1},{"id":"2592096574","title":"GPU汹涌，非GPU洗牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2592096574","media":"芯东西","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592096574?lang=zh_cn&edition=fundamental","pubTime":"2025-12-17 13:18","pubTimestamp":1765948690,"startTime":"0","endTime":"0","summary":"在大模型发展初期，市场对通用算力的强需求让英伟达GPU迅速占据绝对主导地位，几乎形成“无GPU不训练”的行业局面。叠加企业主动分散供应链风险、规避单一厂商依赖，非GPU算力产品迎来关键的市场切入契机。相比于GPU，非GPU技术路线在成本、能效比、场景适配性上更为契合当下AI主流应用场景。对于规模达千亿乃至万亿级的AI市场而言，非GPU方案必然会占据一席之地。这也从侧面印证，GPU与非GPU两条技术路径各有优劣，并非简单的替代关系。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217132345a4555cce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:48","pubTimestamp":1765946880,"startTime":"0","endTime":"0","summary":"IC设计英伟达公布截至2025年10月26日的第三财季业绩。第四财季来自半导体业务的营收为110.72亿美元，上年同期为82.3亿美元，同比增长35%。亚德诺半导体发布截至2025年11月1日的第四财季和财年业绩。季度净利润19.01亿美元，上年同期净亏损6.76亿美元。安谋公布截至2025年9月30日的第二财季业绩。寒武纪发布2025年第三季度报告。半导体晶圆代工大厂中芯国际发布2025年三季报。联华电子公布2025年第三季财务报告。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217135913a455785c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:56","pubTimestamp":1765940190,"startTime":"0","endTime":"0","summary":"格隆汇12月17日｜瑞银发表研究报告指，日前与博通管理团队交流后，认为上周五公司股价显著回调属市场过度反应，并因应管理层的最新展望，将2026财年AI半导体收入预测上调至超过600亿美元，即按年增长近三倍。公司有信心其AI收入表现可超越市场预期。瑞银相应将博通2027财年收入预测上调至1350亿美元，每股盈利预测上调至14.15美元，目标价由472美元上调至475美元，续予“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217105712a6abf6dc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:44","pubTimestamp":1765935879,"startTime":"0","endTime":"0","summary":"本文来自格隆汇专栏：半导体行业观察编译自fool博通股价已从近期高点下跌约 18%，其中大部分跌幅发生在半导体和数据中心网络专家公布第四财季业绩并发布本季度业绩指引之后。更令人瞩目的是，博通在第四财季财报电话会议上表示，预计人工智能半导体收入增长将在第一财季加速。博通公司创造了巨额现金流，并将其中很大一部分返还给股东，这进一步支撑了该股的上涨前景。截至撰稿时，博通股价约为每股 340 美元，其预期市盈率约为 36 倍。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217094530a45496b0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:06","pubTimestamp":1765879617,"startTime":"0","endTime":"0","summary":"12月5日，科技媒体The Information撰写长文讲述博通与铁腕CEO陈福阳的故事。尽管存在这种不确定性，博通的自愿离职率仅为2.9%，略高于英伟达的2.7%。去年2月，陈福阳被任命为Meta董事会成员。陈福阳去年12月预测，AI可能在2027年为博通带来600亿至900亿美元的新收入。高通交易失败后，陈福阳决定通过收购软件公司寻求增长。一名前博通高管预测，陈福阳会一直工作到去世。\"不过，有迹象表明博通已开始考虑后陈福阳时代。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216193622a6a96851&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:07","pubTimestamp":1765876023,"startTime":"0","endTime":"0","summary":"摩根士丹利将博通的目标价从443美元上调至462美元，维持“增持”评级。(格隆汇)","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251216/31869104.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["AVGO"],"gpt_icon":0},{"id":"2591844602","title":"“惊魂暴跌”后迎反击？瑞银力挺博通(AVGO.US)：2026财年AI收入或超600亿，回调属过度反应","url":"https://stock-news.laohu8.com/highlight/detail?id=2591844602","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591844602?lang=zh_cn&edition=fundamental","pubTime":"2025-12-16 16:26","pubTimestamp":1765873609,"startTime":"0","endTime":"0","summary":"基于管理层对2026财年AI半导体业务收入的相关表述，该行上调了业绩预期，预计2026财年AI半导体收入将超600亿美元，同比增长近3倍，并将目标价由472美元上调至475美元。最终，博通管理层信心表示，2026财年AI业务收入将超出当前市场预期，且将高于其所见的买方或卖方机构给出的任何预测值。博通重申，2026财年AI业务收入的增速将超过2025财年。据博通透露，2025财年AI交换机业务收入为30亿美元，但订单数据显示2026财年可能达到120亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8f384878e6dd6bb3cfe111cf538d3227","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1382066.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999015952.SGD","LU0689472784.USD","LU0868494708.USD","LU2360108059.USD","LU2746668461.USD","AVGO","LU0323591593.USD","LU0964807845.USD","LU1153585028.USD","LU1917777945.USD","LU0979878070.USD","LU1232071149.USD","LU2592432038.USD","LU2247934214.USD","LU2272731782.SGD","LU1720051017.SGD","LU2265009873.SGD","LU2168564065.EUR","LU0234572021.USD","LU0057025933.USD","IE00BKVL7J92.USD","LU1323610961.USD","BK4566","LU2041044095.USD","IE00BK4W5L77.USD","LU1778281490.HKD","SGXZ81514606.USD","LU1868836914.USD","IE00BK4W5M84.HKD","LU0965509010.AUD","IE00B1XK9C88.USD","IE00BFSS7M15.SGD","LU1037948897.HKD","LU1804176565.USD","LU1868837136.USD","IE0004445015.USD","LU2063271972.USD","SGXZ99366536.SGD","LU0889565833.HKD","LU0256863902.USD","LU0444971666.USD","LU2108987350.USD","IE00BQXX3D17.EUR","LU0640476718.USD","IE0001KFT4U8.USD","LU1732799900.SGD","LU2054465674.USD","LU0081259029.USD","IE00BJTD4N35.SGD","LU2756315318.SGD"],"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":383,"code":"91000000","status":"200"}]}}