美股異動丨博通飆升逾24%,總市值首次飆升至1萬億美元上方
博通(AVGO.US)收升超24%,報224.8美元,總市值首次飆升至1萬億美元上方。博通是蘋果和其他大型科技公司的芯片供應商,在預測其人工智能芯片需求將激增後。該公司在電話會議上表示,人工智能產品的銷售額將在第一財季增長65%,遠遠快於其整體半導體約10%的增長。該公司還預測,到2027財年,其為數據中心運營商設計的人工智能組件的潛在市場規模將高達900億美元。與英偉達一樣,博通也將自己定位為人工智能支出狂潮的主要受益者。其首席執行官Hock Tan表示,他的公司已經贏得了兩個新的超大規模客户——最大的數據中心運營商。週五開盤後,該股一度上升21%,至218.29美元,這是自2020年3月以來的最大升幅。

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