美股详情

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博通

349.60

+7.102.07%

成交量：189.79万

成交额：6.54亿

市值：1.65万亿

市盈率：89.24

高：349.67

开：339.91

低：337.52

收：342.46

52周最高：386.48

52周最低：138.10

股本：47.22亿

流通股本：46.43亿

量比：2.26

换手率：0.04%

股息：2.36

股息率：0.68%

每股收益(TTM):3.92

每股收益(LYR):1.27

净资产收益率：27.08%

总资产收益率：8.90%

市净率：22.53

市盈率(LYR):274.22

数据加载中...

总览公司新闻资讯公告

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中信建投证券研究

一边是AI狂揽GDP，一边是企业“勒紧裤腰”：美国经济为何冰火两重天？

电子行业周报：存储报价或进一步提升云侧和端侧算力共振

博通盘中异动急速上涨3.03%

但斌最新美股持仓曝光：首度建仓阿里、博通，英伟达仍为第一大重仓股

OpenAI和博通联合开发部署10吉瓦AI加速器

人民邮电报

LC：OCP峰会聚焦光学互联与以太网参会者破万

讯石光通讯网

博通与Marvell获大额 AI 加速器订单，台积电仍是核心制造商

半导体产业研究

东方港湾三季度末美股持仓规模达到12.92亿美元！但斌大举买入阿里巴巴，新进博通等AI产业链股

每日经济新闻

英伟达五大举措遏制 ASIC 竞争对手

半导体产业研究

博通(AVGO)CPO乙太网交换器开始出货采台积电(TSM)COUPE技术

美股异动丨博通盘前涨1.34% 瑞穗上调其目标价至435美元

卫星导航芯片格局：国际大厂领跑与北斗驱动下的产业新机遇

AI热潮仍在涌动！小摩：英伟达、AMD和博通营收上行潜力被低估

智通财经网

瑞穗上调博通目标价至435美元

海外芯片股一周动态：传三星8nm制程再获订单微软携手英特尔打造18A制程AI芯片

OpenAI拉拢“万亿俱乐部”，打开AI投资的2.0时代

美国银行进一步看好半导体行业前景

谷歌 TPU 版图扩张，推动博通与联发科业绩增长

半导体产业研究

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ASIC 竞争对手","url":"https://stock-news.laohu8.com/highlight/detail?id=2577316346","media":"半导体产业研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577316346?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 08:00","pubTimestamp":1761177633,"startTime":"0","endTime":"0","summary":"然而，据供应链内部人士透露，英伟达凭借从产品迭代速度到生态掌控力等五大战略支柱，仍在不断巩固其在 AI 计算领域的主导地位。有观点预测，ASIC 厂商可能会侵占英伟达的市场份额，但业内人士表示，巨大的成本差距与架构差异意味着 GPU 与 ASIC 更多是互补而非替代关系，二者分别定义了两种不同的计算模式。随着竞争对手增多，英伟达目前已将 AI 处理器的更新周期缩短至每年一次，迫使竞争对手陷入难以跟上的竞速循环。","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=nesSN20251023080504a46f4b09&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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Davisson已开始供货，频宽是现有CPO交换器的2倍，且因采用台积电(TSM)COUPE与多芯片封装技术，光学互连功耗降低70%，满足超大规模和AI资料中心对能源效率的要求。博通指出，TH6Davisson专为加速AI网路的需求而设计，是业界首款实现102.4兆位元/秒的光学交换器，并优化功耗效率和流量稳定性，满足光学互连所需的效能，以实现垂直(scale-up)和水平(scale-out)扩展。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"293667","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B3M56506.USD","BK4543","EWT","LU2249611893.SGD","LU1153585028.USD","TSM","BK4575","IE0009356076.USD","LU0109392836.USD","LU0187121727.USD","BK4548","SG9999003800.SGD","LU0823421416.USD","LU1366333091.USD","LU2168564495.EUR","LU2125154935.USD","IE00BMCWC346.EUR","SG9999015945.SGD","LU1244550577.SGD","IE00BLSP4239.USD","LU0348723411.USD","LU0820562030.AUD","LU0143863198.USD","LU0553294199.USD","LU2357305700.SGD","AVGO","LU2237443978.SGD","LU0215105999.USD","LU1301847155.USD","SG9999000418.SGD","SG9999015978.USD","IE00BZ1G4Q59.USD","LU0210528500.USD","IE00BYV24P56.USD","LU0359201612.USD","LU1803068979.SGD","03145","LU1804176565.USD","BK4512","LU0965509010.AUD","LU2505996509.AUD","LU0094547139.USD","LU0964807845.USD","LU2237443622.USD","LU2092937221.SGD","LU2023250504.SGD","IE00BVYPNV92.GBP","IE0004445015.USD","TWmain","LU2237443549.SGD"],"gpt_icon":0},{"id":"2577519933","title":"美股异动丨博通盘前涨1.34% 瑞穗上调其目标价至435美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2577519933","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577519933?lang=zh_cn&edition=fundamental","pubTime":"2025-10-22 16:43","pubTimestamp":1761122614,"startTime":"0","endTime":"0","summary":"博通(AVGO.US)盘前涨1.34%报347.25美元。消息上，瑞穗将博通的目标价从430美元上调至435美元，维持“跑赢大市”评级。据瑞穗证券称，可能已经赢得了一个重要的人工智能模型新客户。相信Anthropic是博通的第四大客户，预计到2026年下半年通过‘AI [服务器] 机架’实现100亿美元的收入。据悉，上个月，博通宣布已获得一份价值100亿美元的新客户AI芯片订单，但未透露买家身份。(格隆汇)\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            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