异动解读 | 博通2024财年Q4业绩亮眼全年AI收入大涨220% 展望AI芯片前景广阔

异动解读2024-12-13

博通在2024财年第四季度表现亮眼。数据显示博通第四季度调整后每股收益1.42美元,超过华尔街预期的1.38美元。营收为140.5亿美元,虽略低于预期但同比大增51%。

尤为突出的是,博通2024财年AI相关收入同比飙升高达220%,达到122亿美元。这主要归功于公司领先的AI XPU芯片和以太网产品组合的出色表现。

展望未来,博通预计2025财年第一季度营收约146亿美元,符合分析师预期。更值得一提的是,CEO陈福阳在财报电话会议上强调,未来三年AI芯片需求将有巨大机会,博通的AI半导体业务收入有望超越其他业务。

分析人士认为,通过收购云计算公司VMware,博通已从芯片制造商成功拓展为"科技集团",成为AI基建投资的受益股。由于云供应商对定制AI芯片和网络设备需求强劲,大型科技公司正从英伟达等厂商转向采购博通产品。

总的来说,张源2024财年表现出色,且管理层看好AI业务的发展前景。此外,苹果等主要客户对博通产品需求依然旺盛,公司长期发展动能可期。

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