异动解读 | 博通第四季度财报亮眼，盈利超预期，全年AI收入大涨220%

异动解读2024-12-13

博通(AVGO)2024财年第四季度业绩表现出色,引发市场关注。具体来看:

调整后每股收益为1.42美元,高于分析师预期的1.38美元,超出预期2.9%。营收为140.54亿美元,虽略低于分析师预期的140.91亿美元,但同比增长51.20%,增速可观。

其中半导体业务大放异彩,全年AI收入同比飙升220%至122亿美元,成为业绩亮点。这主要得益于公司领先的人工智能XPU和以太网网络产品。

展望未来,博通预计2025财年第一季度营收约为146亿美元,高于分析师预期的146.1亿美元,反映公司对AI业务前景看好。博通CEO陈福阳强调,未来三年AI芯片需求将有巨大机会,该公司的AI半导体业务收入有望超过其他业务。

分析人士指出,通过收购VMware,博通已从芯片制造商转型为科技集团,成为AI基建投资的受益股。大型科技公司纷纷从英伟达转向采购博通定制化AI芯片和网络设备。

总的来说,凭借出色的财报业绩,加之管理层对AI业务前景的乐观预期,博通股价在盘后大涨,反映市场对该公司长期发展前景的看好。

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