AI强劲需求推动下博通(AVGO.US)Q4盈利超预期预计未来三年将有巨大机会

智通财经2024-12-13

智通财经APP获悉，周四美股盘后，博通(AVGO.US)公布了其2024财年第四季度业绩。由于第四季度盈利好于预期、且预测其人工智能芯片需求将激增，截至发稿，博通周四美股盘后大涨近16%。财报显示，博通Q4营收为140.54亿美元，同比增长51%，略低于市场预期的140.8亿美元。按部门划分，半导体解决方案部门营收为82.30亿美元，同比增长12%;基础设施软件部门营收为58.24亿美元，同比增长...

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Tan在财报电话会议上强调，“未来三年，AI芯片的机会很大”。与英伟达一样，博通也是人工智能支出狂潮的主要受益者，这吸引投资者纷纷买入博通的股票。在已经结束的2024财年中，博通的人工智能收入同比增长220%至122亿美元，好于市场预期的超100亿美元，这主要得益于领先的人工智能XPU和以太网网络产品组合。数据中心运营商依靠博通的定制芯片和网络芯片来构建他们的人工智能系统。该公司还销售汽车、智能手机和互联网接入设备的零部件。与此同时，该公司正在进军软件领域，包括大型计算机、网络安全和数据中心优化产品。有分析人士认为，随着企业加倍投资生成式AI的基础设施，对博通网络芯片的需求也在增加，这些芯片有助于传输ChatGPT等AI应用程序所使用的大量数据。尽管博通面临来自英伟达以太网类Infiniband产品的激烈竞争，但博通仍然受益于AI数据中心的扩张，因为它是最大的先进网络设备提供商之一。Hock Tan表示，他的公司已经赢得了两个新的超大规模客户——最大的数据中心运营商。Hock Tan通过一系列收购，组建了这家芯片行业最有价值的公司之一。该公司在行业内的影响力也使其预测成为整个科技行业需求的风向标。值得一提的是，有报道称，苹果(AAPL.US)将从明年开始将自研无线芯片将投放到2025年发布的新品，包括iPhone和居家无线设备的芯片接近从博通供应切换到自研产品。对此，Hock Tan在财报电话会上回应称，该公司与苹果处于持续数年的合作承诺中。Hock 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AI强劲需求推动下博通(AVGO.US)Q4盈利超预期 预计未来三年将有巨大机会

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AI强劲需求推动下博通(AVGO.US)Q4盈利超预期预计未来三年将有巨大机会