《大行報告》高盛升博通(AVGO.US)目標價至1,550美元 評級「買入」
高盛發表報告,指博通(AVGO.US)今年1月底止首財季業績穩固,受惠AI半導體業務實力雄厚,以及收購VMware帶來強勁協同效益,非通用會計準則(non-GAAP)每股盈利10.99美元,較市場預期高出6%。雖然市場可能一直在尋求管理層對2024財年展望作正面修正,股價短期可能調整,但投資者可視任何股價疲弱為加倉機會,特別是考慮到該公司在AI領域有強大競爭力,以及在軟件業務獲得更好增長和利潤。
該行重申對博通「買入」評級,目標價由1,325美元升至1,550美元。3月20日的AI和網路投資者日為潛在的催化劑。
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