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大行評級|傑富瑞:上調博通目標價至2050美元 料下半年AI業務可帶來更強勁增長動力
格隆匯 06-14 16:37
傑富瑞發表研究報吿指,博通人工智能(AI)相關業務表現強勁,有助於抵銷非AI業務的疲軟,同時VMWare整合進度良好,貢獻首個完整季度收入約27億美元。管理層將2024財年收入指引調整為510億美元,當中AI業務收入指引由100億美元提升至超過110億美元。考慮到上半年AI相關收入已達到54億美元,該行認為指引比較保守,憧憬下半年AI相關業務可帶來更強勁增長動力。該行認為,博通大部分業務週期性調整表現都向好,預期可受惠於AI產業持續發展及其他產業的週期性復甦,將目標價由1550美元上調至2050美元,對應2027年每股盈利預測約24倍,評級為“買入”。
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