美股詳情

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博通

321.31

-3.6100-1.11%

盤後：320.63-0.6800-0.21%18:32 EDT

成交量：3,800.31萬

成交額：122.12億

市值：1.52萬億

市盈率：62.62

高：327.44

開：325.76

低：317.25

收：324.92

52周最高：414.61

52周最低：138.10

股本：47.41億

流通股本：46.43億

量比：1.38

換手率：0.82%

股息：2.48

股息率：0.77%

每股收益(TTM):5.13

每股收益(LYR):4.77

淨資產收益率：33.37%

總資產收益率：10.66%

市淨率：19.07

市盈率(LYR):67.36

資料載入中...

總覽公司新聞資訊公告

Form 144 | Broadcom高管Charlie B Kawwas擬減持39116股，總價約1258萬美元

老虎公告助手

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老虎公告助手

Form 144 | Broadcom高管 Brazeal Mark擬減持33194股，總價約1082萬美元

老虎公告助手

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| 機構在博通期權上做了兩個動作：掃貨280 Put防黑天鵝；賣中期虛值Call賺權利金","url":"https://stock-news.laohu8.com/highlight/detail?id=1139954934","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139954934?lang=zh_tw&edition=fundamental","pubTime":"2026-03-16 17:13","pubTimestamp":1773652397,"startTime":"0","endTime":"0","summary":"同时，看跌期权成交量略高于看涨期权，显示出短期交易中对冲或看跌需求的增加。期权定价博通本周的波动幅度为5%左右，股价有68%的概率在303.34 - 338.76美元这个区间，400美元的价格远高于这个区间，或许投资者在做本周股价不会超过400美元的Sell Call押注。这相当于为长期持有的股票仓位购买了一份远离市价的“保险”，以低成本防范未知的重大利空。","market":"us","thumbnail":"https://community-static.tradeup.com/news/6c825963cb6514677ab359c93e56a4eb","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/6c825963cb6514677ab359c93e56a4eb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"gpt_icon":1},{"id":"2619743302","title":"硅谷進入「英偉達時間」！GTC大會能否再次引領半導體板塊「起飛」","url":"https://stock-news.laohu8.com/highlight/detail?id=2619743302","media":"智通财经","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619743302?lang=zh_tw&edition=fundamental","pubTime":"2026-03-16 12:57","pubTimestamp":1773637020,"startTime":"0","endTime":"0","summary":"如果历史重演，英伟达即将召开的 GTC 2026 大会可能会为该股提供另一个催化剂。英伟达首席执行官黄仁勋将于美东时间周一下午 2 点发表主题演讲。GF Securities认为，这次活动不仅可能是英伟达的催化剂，也可能是整个半导体板块的催化剂。预计英伟达将展示其第二代共封装光学交换机。美银也在大会前夕高度看好英伟达，重申了“买入”评级和 300 美元的目标价。富国银行预计英伟达将提供其产品管线的最新进展。","market":"hk","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414170.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0965509010.AUD","LU1989764664.SGD","LU2461242641.AUD","LU2168564222.USD","HK0000320223.HKD","LU1037948541.HKD","LU0210536198.USD","BK4548","LU2023251221.USD","LU0289739343.SGD","LU1718418525.SGD","LU0265550359.USD","LU0889565833.HKD","LU1116320901.HKD","LU1642822529.SGD","LU2077746001.SGD","LU0466842654.USD","LU0289960550.SGD","LU2054465674.USD","LU0107464264.USD","HK0000306685.HKD","LU2097344357.USD","LU2361045086.USD","LU0494093205.USD","LU0203202063.USD","IE00BMPRXN33.USD","LU2111349929.HKD","LU0528227936.USD","LU0234572021.USD","LU2860962120.EUR","LU0417517546.SGD","IE00BN29S564.USD","LU0097036916.USD","LU2237957811.SGD","BK4612","LU2403377893.USD","LU0256863902.USD","LU0345770308.USD","LU1496350502.SGD","LU2463028550.USD","IE00BZ199S13.USD","LU0353189680.USD","LU0096362180.USD","IE00B3S45H60.SGD","LU0323591593.USD","LU2361044865.SGD","LU1323610961.USD","LU1316542783.SGD","LU0215105999.USD","LU2125909247.SGD","LU0354030438.USD","IE00BJJMRX11.SGD","LU0109391861.USD","AMD","IE00B5949003.HKD","LU2430703178.SGD","LU0320765059.SGD","HK0000306701.USD","LU1815336760.USD","LU0724617625.USD","GB00BDT5M118.USD","LU2063271972.USD","LU1974910355.USD","IE0004445015.USD","IE00BKDWB100.SGD","LU0957791311.USD","LU1145028129.USD","SG9999002224.SGD","LU0820561909.HKD","LU1712237335.SGD","LU2097344431.USD","LU1815333072.USD","LU2931357623.SGD","LU2552382058.USD","LU2065170008.USD","IE00BWXC8680.SGD","IE000KEQY171.SGD","LU0472753341.HKD","IE000YTNTUN2.SGD","LU1935043023.USD","LU2756315664.SGD","LU0256863811.USD","LU2322448957.HKD","LU0154236417.USD","BK4579","IE00B3SWFQ91.USD","LU1366333091.USD","LU0069063385.USD","LU0882574139.USD","SG9999018857.SGD","LU0965508806.USD","SG9999000418.SGD","LU2089283258.USD","LU1868837136.USD","LU1066053197.SGD","LU2065171311.SGD","LU1721428933.USD","LU2108987350.USD","LU0308772762.SGD","LU1934455194.USD","LU0345768740.USD","LU2413666699.HKD","LU2433249047.HKD","IE0034235303.USD","LU1868837300.USD","LU1267930490.SGD","LU2247934214.USD","LU1861215975.USD","BK4551","LU2125909916.SGD","LU2750360997.AUD","LU2265009873.SGD","LU0175139822.USD","LU0823421333.USD","LU2458330243.SGD","SG9999014567.USD","LU2092937148.SGD","LU0238689110.USD","IE0009G5SDU7.USD","LU2168564149.EUR","LU1645745479.HKD","BK4529","LU1242518931.SGD","LU1988902786.USD","LU1066051225.USD","LU2430703251.USD","IE00BK4W5L77.USD","LU0353189763.USD","LU1778281490.HKD","SG9999015341.SGD","LU2250418816.HKD","AVGO","LU0006306889.USD","LU1261432733.SGD","LU1551013342.USD","LU1720051017.SGD","LU1127390331.HKD","LU1069344957.HKD","LU1400636574.HKD","TSM","LU2168563687.JPY","SG9999014542.SGD","LU0081259029.USD","LU0070217475.USD","SG9999001424.SGD","LU1551013425.SGD","LU2023250330.USD","LU0072462426.USD","LU1804176565.USD","IE00BD6J9T35.USD","IE00BJTD4N35.SGD","SG9999015945.SGD","LU0708994859.HKD","LU1917777945.USD","LU0265550946.USD","LU0225283273.USD","LU1791710582.SGD","LU0823434740.USD","IE00BJJMRY28.SGD","LU1496350171.SGD","LU1244550221.USD","LU1934455277.USD","IE0034235295.USD","BK4592","IE00BJTD4V19.USD","LU2471134879.HKD","LU1934455863.HKD","LU0211327993.USD","LU1803068979.SGD","IE00BZ1G4Q59.USD","LU1429558221.USD","IE00B775H168.HKD","LU2430703095.HKD","LU0476273544.USD","LU0234570918.USD","LU2491049909.HKD","LU1670756490.USD","LU1119994496.HKD","LU0689472784.USD","LU0124676726.USD","LU1202635105.USD","LU1435385759.SGD","LU1267930730.SGD","BK4533","LU1992135472.HKD","IE0004086264.USD","LU0310800379.SGD","LU0198837287.USD","LU0979878070.USD","IE00B4JS1V06.HKD","LU0957808578.USD","LU1280957306.USD","LU1983260115.SGD","LU0210528500.USD","LU0080751232.USD","BK4543","LU0861579265.USD","LU0820562030.AUD","IE0034235188.USD","HK0000914686.HKD","LU2272731865.HKD","SG9999015952.SGD","LU2896262040.SGD","LU0048584097.USD","SG9999015978.USD","LU0345769128.USD","LU0053666078.USD","LU0345768153.USD","LU2360107168.USD","LU0557290698.USD","LU2471134796.USD","LU2244417387.USD","LU2242650005.HKD","LU0109392836.USD","IE00BYXW3230.USD","LU2456880835.USD","SG9999014559.SGD","SG9999017495.SGD","LU2505996509.AUD","LU0210533765.USD","SG9999002232.USD","LU2552382132.HKD","SGXZ81514606.USD","LU1923622291.USD","LU0708995401.HKD","SG9999014898.SGD","LU1244550494.USD","IE000W1ABFV2.USD","LU0985320562.USD","LU0276348264.USD","LU2023250504.SGD","LU2065169927.USD","NVDA","LU2357125470.USD","SG9999018865.SGD","IE00BMPRXR70.SGD","LU1116320737.US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00:16","pubTimestamp":1773418578,"startTime":"0","endTime":"0","summary":"• 博通股价在市场波动、获利回吐和估值担忧的共同影响下走低。\n• 公司公布了强劲的2026财年第一季度财报，设定了较高的AI芯片销售目标，并展示了产品创新。\n• 投资者的谨慎情绪源于对估值、AI愿景可持续性、软件增长以及监管风险的担忧。","market":"hk","thumbnail":"https://resource.tradingkey.com/uploads/20251024/BROADCOM-118830a222044e86830a4a71e2b4452a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/BROADCOM-118830a222044e86830a4a71e2b4452a.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261680238-market-movers-avgo-20260313","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":null,"symbols":["SG9999002224.SGD","IE00BJJMRY28.SGD","IE00BQXX3D17.EUR","IE0005OL40V9.USD","LU1712237335.SGD","LU2360032135.SGD","BK4588","IE00BVYPNW00.USD","BK4598","LU2237443549.SGD","LU1670711040.USD","LU2211814178.USD","LU2458330169.SGD","LU1629891620.HKD","LU0323591593.USD","LU0689626769.HKD","LU1923623000.USD","LU1670710588.SGD","IE00B775SV38.USD","LU2471134952.CNY","LU0006306889.USD","SG9999004303.SGD","IE00BLSP4452.SGD","IE00B1BXHZ80.USD","IE00BMPRXN33.USD","LU1868837136.USD","LU0106261372.USD","LU0545039389.USD","IE00BDGV0183.EUR","LU0738911758.USD","LU0820562030.AUD","LU0203201768.USD","LU1280957306.USD","LU2236285917.USD","LU0345769631.USD","LU0097036916.USD","LU0868494708.USD","SG9999015945.SGD","LU2279689827.SGD","AVL","LU1732800096.USD","IE00BZ1G4Q59.USD","IE00B1XK9C88.USD","LU1868836914.USD","LU1778281490.HKD","LU0719512351.SGD","LU0965508806.USD","LU1064131342.USD","IE00BJJMRX11.SGD","LU2543165471.USD","LU2430703178.SGD","LU0965509010.AUD","LU2461242641.AUD","SG9999011175.SGD","LU1934455863.HKD","LU2108987350.USD","LU0640476718.USD","LU2420271590.USD","LU1988902786.USD","LU2092937221.SGD","LU1917777945.USD","LU1815336760.USD","LU2361045086.USD","LU1951200564.SGD","LU0316494557.USD","IE00BVYPNQ40.USD","LU1992135472.HKD","IE00B4JS1V06.HKD","IE00B3PB1722.GBP","LU0957791311.USD","LU0795875086.SGD","LU2087625088.SGD","LU0417517546.SGD","LU1868837300.USD","LU0069063385.USD","LU0096362180.USD","LU2168564149.EUR","IE00BGHQF631.EUR","IE00BJLML261.HKD","LU2125154778.USD","IE00B775H168.HKD","LU2764263039.SGD","LU1242518931.SGD","LU2237443895.HKD","LU1366192091.USD","LU0345768740.USD","LU2473716301.USD","LU2023250504.SGD","LU0289961442.SGD","LU2023250330.USD","LU2322448791.USD","IE0001KFT4U8.USD","LU0234572021.USD","LU1989764664.SGD","BK4566","IE00BFSS8Q28.SGD","LU0787776722.HKD","LU1037948541.HKD","LU0708995401.HKD","LU0861579265.USD","SG9999001440.SGD","LU0726765562.USD","LU2462157665.USD","LU2471134796.USD","LU0912757837.SGD","IE00BK4W5L77.USD","LU1951198990.SGD","LU1674673691.USD","LU0056508442.USD","LU0320765059.SGD","LU2860962120.EUR","LU1069344957.HKD","IE00B894F039.SGD","LU1732799900.SGD","LU2211815571.USD","SGXZ51526630.SGD","LU2250418816.HKD","BK4141","LU0157215616.USD","BK4543","LU2237957902.USD","LU2125154935.USD","LU0210533765.USD","LU0203347892.USD","LU2106854487.HKD","IE00BWXC8680.SGD","LU2089985449.USD","LU0444973449.USD","LU1003077747.HKD","LU0170899867.USD","LU0251132253.USD","LU2244417387.USD","LU2213496289.HKD","LU0466842654.USD","LU1989764748.USD","LU1670710661.SGD","LU0949170772.SGD","AVGO","IE00BFSS7M15.SGD","LU0109391861.USD","LU0198837287.USD","LU2264538146.SGD","LU0256863811.USD","LU0795875169.SGD","LU0823434740.USD","IE00BQXX3C00.GBP","LU2054465674.USD","LU2896262040.SGD","BK4585","LU1551013342.USD","LU0683600562.USD","LU1674673428.USD","LU0187121727.USD","LU2756315664.SGD","LU2063271972.USD","LU2931357623.SGD","LU2168563687.JPY","LU0238689110.USD","LU1814569148.SGD","LU0820561909.HKD","SG9999002232.USD","BK4515","SGXZ23171101.USD","LU2471134523.USD","IE00BQXX3F31.USD","LU0210536198.USD","LU2355687059.USD","LU2347655073.USD","LU2272731782.SGD","LU1301847155.USD","BK4512","LU1815333072.USD","LU2746668974.SGD","SG9999015952.SGD","LU0345768153.USD","LU1623119135.USD","LU0979878070.USD","LU2065171402.SGD","IE00B19Z9Z06.USD","LU2237443622.USD","LU0203345920.USD","LU2237957811.SGD","LU1720051108.HKD","LU1316542783.SGD","IE00B5949003.HKD","LU0215105999.USD","LU0444971666.USD","LU1035775433.USD","LU1974910355.USD","IE00BMCWC346.EUR","LU2456880835.USD","LU0079474960.USD","IE00BGHQDM52.EUR","LU0210528500.USD","LU2750360641.GBP","LU2347655156.SGD","LU2168564222.USD","IE00BVYPNP33.GBP","LU1935043536.SGD","LU0672654240.SGD","LU1366333091.USD","SG9999003800.SGD","LU0868494617.USD","LU1145028129.USD","LU2487616109.SGD","BK4533","LU1551013425.SGD","LU2361044949.HKD","IE00BYV24P56.USD","LU2471134879.HKD","LU0345769128.USD","LU2360108059.USD","LU2430703251.USD","AVGG","LU0784385840.USD","LU2505996681.GBP","LU0965509101.SGD","LU2764263203.CNY","IE00BMPRXQ63.HKD","LU0061475181.USD","LU2298321311.HKD","LU2756315318.SGD","LU2750360997.AUD","BK4575","LU0345770308.USD","LU2133065610.SGD","LU0889565833.HKD","LU2463028550.USD","LU2403377893.USD","LU0689472784.USD","IE00BN29S564.USD","SG9999001424.SGD","LU0354030511.USD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6系列交换机助力人工智能（AI）网络实现卓越的横向扩展（Scale-Out）与纵向扩展（Scale-Up）性能。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210625/YzM5OTgzZmE3NTA3Njg3Nzc4Mjg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YzM5OTgzZmE3NTA3Njg3Nzc4Mjg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298007","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0079474960.USD","LU2471134879.HKD","IE00BFSS8Q28.SGD","LU2347655156.SGD","IE00B5949003.HKD","IE00BQXX3F31.USD","AVGU","BK4605","LU2931357623.SGD","LU2168564065.EUR","LU2237443465.HKD","IE00BGHQDM52.EUR","LU2065170008.USD","LU0256863811.USD","LU1366333091.USD","LU0225283273.USD","LU0323591593.USD","LU1301847155.USD","LU2896262040.SGD","LU2237443382.USD","LU1162221912.USD","BK4581","LU2602419157.SGD","LU0210533765.USD","LU2720916845.USD","LU1153585028.USD","LU1127390331.HKD","LU0354030511.USD","LU0345770993.USD","LU0708995401.HKD","IE00BDGV0183.EUR","IE00BVYPNV92.GBP","BK4585","LU2403377893.USD","LU1868837136.USD","LU1267930730.SGD","LU0289739343.SGD","LU0106261372.USD","SG9999015945.SGD","BK4551","LU0345768153.USD","BK4535","LU2083900584.USD","IE00BKPKM429.USD","LU0316494557.USD","LU1720051017.SGD","LU0820561818.USD","LU0719512351.SGD","LU2420271590.USD","LU2065169927.USD","LU2054465674.USD","LU0553294199.USD","LU1992135472.HKD","LU1989764748.USD","LU0820561909.HKD","LU1852331112.SGD","LU2347655073.USD","SGXZ51526630.SGD","LU0210536198.USD","LU2361044949.HKD","IE00BZ1G4Q59.USD","LU2458330169.SGD","LU0353189680.USD","LU2041044095.USD","IE00B3PB1722.GBP","LU1868836757.USD","LU0795875086.SGD","IE00B775SV38.USD","LU2462157665.USD","LU2430703095.HKD","LU0661504455.SGD","IE00B1BXHZ80.USD","LU0124676726.USD","LU1670711123.USD","IE0004445239.USD","IE00BKVL7J92.USD","LU2487616109.SGD","LU1242518931.SGD","LU2272731600.USD","LU2746668461.USD","LU2265009873.SGD","LU1035775433.USD","LU2272731865.HKD","LU0726765562.USD","SG9999004303.SGD","IE0005OL40V9.USD","IE00B894F039.SGD","LU0256863902.USD","LU1868837300.USD","AVGO","LU2237438978.USD","LU0170899867.USD","LU0320765059.SGD","LU0511384066.AUD","LU0289961442.SGD","IE00BLSP4239.USD","BK4588","LU2236285917.USD","IE00B19Z9Z06.USD","LU1244550221.USD","IE00BYV24P56.USD","LU0949170426.SGD","LU2505996681.GBP","LU1674673428.USD","LU1935043536.SGD","BK4575","LU1242518857.USD","LU2360032135.SGD","LU0109392836.USD","LU1691799644.USD","LU0444971666.USD","LU2764263203.CNY","BK4554","LU0081259029.USD","LU2168564149.EUR","LU1366192091.USD","LU1934455277.USD","SGXZ81514606.USD","LU2237443895.HKD","LU1988902786.USD","LU0784385840.USD","AVGG","LU2750360641.GBP","LU2543165471.USD","LU0965509010.AUD","AVGX","LU2505996509.AUD","LU1712237335.SGD","LU2168564222.USD","IE0034235303.USD","IE00B3S45H60.SGD","IE00BJTD4V19.USD","LU0683600562.USD","LU0823434583.USD","LU1934455863.HKD","LU1244550577.SGD","LU1244550494.USD","LU1642822529.SGD","LU1935042215.USD","LU0203347892.USD","LU0949170772.SGD","LU2746668974.SGD","AVS","LU0057025933.USD","LU0820562030.AUD","LU1551013425.SGD","IE00BJLML261.HKD","LU2211815571.USD","LU0979878070.USD","BK4533","LU2133065610.SGD","LU2237443622.USD","LU2461242641.AUD","LU0053666078.USD","LU2860962120.EUR","LU2125154935.USD","LU2463028550.USD","IE00BMPRXR70.SGD","LU2089985449.USD","IE0009356076.USD","LU2237443978.SGD","LU0868494617.USD","SG9999002224.SGD","LU0786609619.USD","LU1316542783.SGD","LU0097036916.USD","LU1868836591.USD","LU0203345920.USD","IE00BMPRXN33.USD","IE00BKDWB100.SGD","LU1670711040.USD","LU0048584097.USD","LU0069063385.USD","IE00B1XK9C88.USD","LU2298321311.HKD","IE00BN8TJ469.HKD","AVGW","IE00BBT3K403.USD","LU2237443549.SGD","LU2065171402.SGD","LU0472753341.HKD","LU2286300806.USD","LU1732800096.USD","SG9999003800.SGD","LU0154236417.USD","LU2063271972.USD","LU0061475181.USD","LU0957791311.USD","LU1974910355.USD","LU2264538146.SGD","LU0943347566.SGD","LU2279689827.SGD","LU2360106780.USD","LU2168564495.EUR","LU0444973449.USD","LU0787776722.HKD","IE00BQXX3C00.GBP","LU0127658192.USD","LU0642271901.SGD","LU0234572021.USD","LU2430703251.USD","LU1145028129.USD","IE00BQXX3D17.EUR","LU0203202063.USD","LU0784383803.USD","IE00B775H168.HKD","LU0965509101.SGD","LU0985320562.USD","AVL","LU1064131342.USD","LU2087625088.SGD","LU2756315318.SGD","LU2322448957.HKD","LU0011850046.USD","LU1232071149.USD","LU2108987350.USD","IE0034235188.USD","SG9999015986.USD","LU2458330243.SGD","LU2244417387.USD","LU0234570918.USD","LU2125154778.USD","SG9999001440.SGD","LU1803068979.SGD","LU0348723411.USD","LU0912757837.SGD","LU2361044865.SGD","LU0738911758.USD","IE00BJJMRX11.SGD","LU0965509283.SGD","LU1951200564.SGD","LU1280957306.USD","SG9999011175.SGD","LU0795875169.SGD","LU1935042488.USD","LU1868836914.USD","LU2250418816.HKD","IE00B19Z9P08.USD","LU0203201768.USD","LU2471134523.USD","LU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18:02","pubTimestamp":1773396168,"startTime":"0","endTime":"0","summary":"SerDes市场竞争日趋激烈，224G SerDes开发与光引擎集成已成为核心差异化要素。自 2025 年以来，高速 SerDes 领域的竞争日趋激烈。博通和Marvell等领先的 ASIC 设计公司同时也是 SerDes 领域的佼佼者，这并非巧合，因为该技术确保了芯片之间的可靠连接。另一方面，博通的SerDes以高性能和深度集成著称，而Marvell的优势在于协议广度和先进工艺节点的适应性。联发科崛起为SerDes领域劲敌值得注意的是，联发科已凭借其200G SerDes技术成为强劲竞争者，其400G IP项目计划于2026年推出。","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=nesSN20260313180408a6bd5f43&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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14:17","pubTimestamp":1773382621,"startTime":"0","endTime":"0","summary":"此前博通已透露，预计未来几年内Meta将部署其价值相当于\"数千兆瓦\"功耗的定制芯片。尽管消息面指向定制芯片的竞争加剧，但市场反应相对温和。分析师认为，尽管面临定制芯片的竞争，但英伟达的行业领导地位短期内难以撼动。Naji指出，无论是英伟达的通用GPU还是Meta的定制ASIC，为了处理海量数据，都对高带宽内存有巨大需求。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b4efd97c953273b8b89bb0c298950a64","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b4efd97c953273b8b89bb0c298950a64"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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","MU","META","AVGO"],"gpt_icon":1},{"id":"2619150818","title":"博通與偉創力旗下JetCool達成合作 為下一代AI XPU提供液冷散熱方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2619150818","media":"太平洋科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619150818?lang=zh_tw&edition=fundamental","pubTime":"2026-03-13 11:32","pubTimestamp":1773372720,"startTime":"0","endTime":"0","summary":"3月13日消息，伟创力旗下数据中心冷却技术企业JetCool宣布与博通达成合作。JetCool将为博通的下一代AI XPU提供液冷散热解决方案，开发了单相工质的芯片级DLC直接液体冷却方案，可与博通服务器机械与热力参考设计完美集成。","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=nesSN20260313115803a6bc7684&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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2026上展示其AI基礎設施擴展解決方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2619152156","media":"讯石光通讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619152156?lang=zh_tw&edition=fundamental","pubTime":"2026-03-13 10:10","pubTimestamp":1773367858,"startTime":"0","endTime":"0","summary":"ICC讯 博通公司宣布扩展其面向千兆瓦级AI集群的开放、可扩展和节能的AI基础设施产品组合。博通的演示和演示将重点展示其端到端连接解决方案，为200T人工智能时代铺平道路。在OFC 2026上，Broadcom将推出业界首款400G/lane光DSP Taurus，并与Broadcom首款上市的400G电吸收调制激光器和光电二极管配合使用。博通还与30多家合作伙伴合作，在OFC 2026的展会上展示了一系列业界领先的解决方案。","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=nesSN20260313102035a6bc3914&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, 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AI XPU 項目需要高度成熟團隊，暫不對 ASIC 業務構成威脅","url":"https://stock-news.laohu8.com/highlight/detail?id=2618998459","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618998459?lang=zh_tw&edition=fundamental","pubTime":"2026-03-10 14:51","pubTimestamp":1773125506,"startTime":"0","endTime":"0","summary":"3 月 5 日消息，Broadcom 博通总裁兼 CEO 陈福阳在财报会议上回答提问时称，由客户主导的 COT  模式 AI XPU 项目需要世界一流的成熟芯片设计团队，至少在现阶段未对博通的 ASIC 业务构成威胁。陈福阳表示，成功的 AI XPU 不仅需要前沿的制程、互联等技术，也需要其能在合适的时间窗口提供业界一流的实际性能。“足够好”的 AI XPU 已无法在这场“算力战争”中立足，只有更高、最高才能带来 AI 业务上的优势。","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=nesSN20260310145214a6b48257&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, 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