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大行評級|美銀:上調博通目標價至2150美元 將從價值股轉型為成長股
格隆匯 06-25 17:37

美銀證券發表報吿,重申博通“買入”評級,目標價由2000美元上調至2150美元,以反映在人工智能和旗下雲端運算公司VMWare貢獻增長的推動下,博通將從價值股轉型為成長股,料集團明年有進一步併購潛力。

報吿指,根據2017至2023財年數據,博通的傳統半導體和軟件業務正常化增長率為5至10%。該行預計,在人工智能芯片和VMWare年均複合增長率24%帶動下,2024至2026財年博通年均複合增長率將升2倍至13%。

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