[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio81eae7ee":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio81eae7ee","美股AVGO博通财报如何？","\u002Fdoc\u002Fdcio81eae7ee","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">1.\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">博通本季度业绩表现如何\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">? \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">核心驱动力是什么\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">?\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">业绩创下历史新高→\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> Q2 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">总收入\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $22.2B\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，同比增长\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 48%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">核心驱动力\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> = AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">半导体业务。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">半导体收入达到创纪录的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $10.8B\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，同比增长\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 143%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，几乎占了总收入的一半\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> (49%)\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">需求极其旺盛→本季度\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">半导体订单超过\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $30B\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，而实际出货量仅为\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $10.8B\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，表明市场需求远超当前供应能力。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">指引非常强劲，远超预期。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Q3 2026 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">预期：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">总收入→\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $29.4B (\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">同比增长\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 84%)\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">半导体收入→\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $16B (\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">同比增长超\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 200%)\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">2026 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">全年预期：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">半导体收入→\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $56B (\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">同比增长约\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 180%)\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">长期展望：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">2027 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">财年\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">半导体收入→将超过\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $100B\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">增长势头预计将持续到\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 2028 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">财年。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">深度绑定六大核心客户，合作关系非常稳固。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Google \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">→签订长期协议，供应多代\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> TPU \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">和\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">网络产品。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Anthropic \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">→\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 2027\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年起将获得\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 5GW \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的下一代\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> TPU \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">计算能力。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">OpenAI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">→芯片已交付，预计\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 2026\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年底开始量产。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-size:large;\">Meta \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">→合作交付多代\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> MTIA XPU\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，计划到\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2028\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年底部署\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 3GW\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">另外两家客户→已收到总计\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $6B \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的采购订单，预计\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2026\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年底开始出货。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">护城河\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> = \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">定制化芯片\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> (XPU\u002FASIC) + \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">绝对领先的网络技术。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">定制化“发动机”→为\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> Google (TPU)\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">、\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Meta (MTIA) \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">等巨头提供差异化、高性能的定制\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">加速器，这是通用\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">GPU\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">无法比拟的优势。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">高速“公路系统”→构建大规模\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">集群离不开网络技术，博通在交换机、光模块\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">(CPO)\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">、\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">SerDes\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">等领域至少领先行业一代。本季度\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">收入中近\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 40% \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">来自网络业务。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">美股投资网研究后，总结就是：博通不仅能造出最强的定制“发动机”\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">(XPU)\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，还能提供连接这些发动机的最高速“公路系统”\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">(\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">网络\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">)\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">，提供了一套完整的解决方案。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">这是一个“金融\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">+\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">技术”的创新商业模式。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">目标\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> = \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">解决\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">前沿实验室（如\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> Anthropic, OpenAI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">）面临的巨大算力采购成本和部署规模的难题。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">具体做法→博通联合\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> Apollo\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">、\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Blackstone \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">等顶级投资机构，创建一个平台，共同出资部署算力，然后提供给\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">公司使用。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">规模→目标到\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">2028\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年部署超过\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 20GW \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">的算力，首期资金\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> $35B \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">已由\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> Apollo \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">启动。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">这意味着：博通不只是卖芯片，而是通过整合资本，为客户提供类似“算力即服务”的解决方案，从而深度绑定未来的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">巨头\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAVGO\u002FAVGO.jpg","2026-06-04T02:33:20","2026.06.04","2026\u002F06\u002F04",50190,[22],"AVGO","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]