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大行評級丨花旗:上調博通目標價至220美元 上財季業績大致符合預期
花旗發表研報指,博通上財季業績大致符合預期,收入按季增長8%至141億美元,每股盈利則略勝預期,主要來自毛利率擴張的帶動。該行指,雖然期內公司半導體相關業務收入受到無線業務季節性因素影響而下跌,然而管理層透露AI客户由3家拓展至5家,市場推測其中一家是蘋果,預期可帶來持續增長動力,帶動AI相關業務收入繼續錄得按季增長。相應地花旗將博通2025財年收入預測從590億上調至611億美元,每股盈利預測從4.96上調至5.2美元,維持2026財年收入預測不變,重申“買入”評級,目標價從205上調至220美元,認為其半導體業務如預期放緩,但AI相關板塊將持續增長。
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