近期博通(AVGO)股价异动引发了市场热烈关注。公司发布的乐观业绩前景掀起一阵行业 "博通时刻"狂欢,两日累计大涨38%,公司市值已突破1.2万亿美元大关。
触发股价大涨的核心原因在于博通强劲的人工智能(AI)芯片业务前景。公司预计,到2027财年,其为数据中心运营商定制的AI ASIC芯片市场规模可望高达900亿美元。这反映出博通将有望在AI芯片浪潮中获得重大增长机遇。
不仅如此,作为网络芯片巨头,博通目前也与众多科技巨头如谷歌、Meta达成合作,开发ASIC定制AI芯片。公司既有成熟的基础网络芯片业务,又获得了新兴人工智能芯片业务的重大增长动力,并向投资者呈现出强大的发展前景。
受此影响,华尔街多家投行华尔街纷纷上调对博通的评级和目标价。高盛将博通的12个月目标价从190美元大幅上调至240美元,理由是该公司为定制芯片业务新增多个大客户,并且在完成对VMware的收购整合后展现出色执行力。
不过也有专家对博通高股价提出警示。当前博通的市盈率已攀升至近38倍,投资者给予了非常高的增长期望值。分析人士认为,博通要证明这一高估值必须通过快速实现业务增长,才能如英伟达一样延续可持续涨势。股价是否就此迎来持续 "英伟达时刻",还有待后续观察。
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