大行評級|花旗:上調博通目標價至1750美元 重申“買入”評級
花旗發表研究報吿指,芯片製造商博通公佈截至今年5月5日止第二財季業績,表現超出市場預期,主要來自於人工智能(AI)業務及旗下VMware的強勁表現,合計貢獻季度收入約46%。公司將2024財年AI收入預期從逾100億美元上調至逾110億美元,符合該行預測。 花旗憧憬,在AI發展及收購VMware所帶來的協同效應推動下,市場對博通的業績預期將繼續上行,重申“買入”評級。博通將於7月15日以“一拆十”方式進行拆細股份,花旗將目標價從1,560美元上調至1,750美元,對應2025財年每股盈利預測的約33倍,仍較AI同業有約10%折讓。
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