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【美股新聞】博通挾帶多年經驗,搶占AI 網絡技術市場! - 美股 ...
7 hours ago ... 博通上周公布2024財年第二季的財報,營收年增2.8倍,且VMware整合順利推動EPS優於預期,受惠於AI領域快速成長,對晶片需求提升,作為客製化晶片大廠的博通 ...
Broadcom Inc. Announces Second Quarter Fiscal Year 2024 ...
"Broadcom's second quarter results were once again driven by AI demand and ... Broadcom Inc. will host a conference call to review its financial results for the ...
博通坐擁AI護城河分析師喊股價還能再漲40% - MoneyDJ理財網
Jun 4, 2024 ... 晶片大廠博通(Broadcom)(AVGO.US)將於6月12日揭曉財報,隨著AI需求爆發 ... 博通財報顯示,2024會計年度第一季(截至2024年2月4日)營收年增34%至119.6 ...
Broadcom Inc. Announces Second Quarter Fiscal Year 2024 ...
5 days ago ... "Broadcom's second quarter results were once again driven by AI demand and VMware. ... Broadcom Inc. will host a conference call to review its ...
Analyzing MongoDB's Q1 FY 2025 Success: The Impact of AI on ...
Jun 4, 2024 ... Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful ...
又一AI概念股即将公布财报,能否延续财报助涨趋势?
Mar 6, 2024 ... 本财报季截至目前,从安谋科技(Arm Holdings)到台积电再到ACM Research ... 许多华尔街分析师将其定位为仅次于英伟达的第二大AI芯片股赢家。但博通在AI ...
Broadcom Inc. Announces Second Quarter Fiscal Year 2023 ...
Broadcom Inc. will host a conference call to review its financial results ... affect our business, results of operations and financial condition. Actual results ...
Investor Center | Broadcom Inc.
Announces Second Quarter Fiscal Year 2024 Financial Results and Quarterly Dividend. 05/20/24. Broadcom Revolutionizes AI Networking Landscape with High- ...
下一个辉达华尔街看好一芯片大厂乘AI风起-世界财经-万维读者网 ...
Jun 3, 2023 ... 综合外电报道,博通(AVGO)日前发布2023年第二季财报,截至4月底营收高达87.33亿美元,超出市场87.2亿美元的预期,年比增加8%;芯片业务营收也有超过68 ...
Broadcom's stock rises on strong AI chip sales and improved annual ...
4 days ago ... ... will come into effect next month. The company reported fiscal second-quarter earnings before certain costs such as stock compensation of ...
Broadcom Q2 Earnings Preview: AI-Related Revenue In Focus, Will ...
6 days ago ... Semiconductor company Broadcom Inc (NASDAQ:AVGO) is set to report second-quarter financial results after market close Wednesday, June 12.
【美股新聞】博通挾帶多年經驗,搶占AI 網絡技術市場! | CMoney ...
6 hours ago ... 圖/Shutterstock 放大鏡短評博通上周公布2024財年第二季的財報,營收年增2.8倍,且VMware整合順利推動EPS優於預期,...
Broadcom Stock Rockets On AI-Fueled Q2 Beat, Stock Split ...
4 days ago ... The company's 10-for-1 stock split will take effect on July 15. Chipmaker Delivers 'Mic Drop' Report. Broadcom is positioned to grow in custom ...
〈財報前瞻〉輝達Q2財報將成AI需求、美股反彈的重大考驗| Anue鉅亨
Aug 21, 2023 ... 人工智慧(AI) 晶片龍頭輝達將於美股周三(23 日) 盤後公布第二季財報,投資人預估輝達該季營收將優於預期,而他們最關心的問題是會超出多少?
Markets News, June 13, 2024: Tech Rally Propels S&P 500 to ...
4 days ago ... Broadcom (AVGO): Shares surged more than 14% after the chipmaker reported better-than-expected fiscal second-quarter revenue, fueled by AI ...
Broadcom's Fiscal Q1 2024 Earnings Analysis - The Futurum Group
Mar 12, 2024 ... Steven Dickens, VP and Practice Leader, discusses Broadcom's Q2 2024 performance, driven by strategic investments in AI and the successful ...
看好AI需求爆發,「這家公司」估營收翻4倍| CMoney | LINE TODAY
Mar 9, 2023 ... 博通表示,雖然第二季營收成長率會相比第一季下滑,但AI將帶來更多成長 ... 以股價趨勢來看,博通在3月2日公布財報後,推動股價大漲5%,且股價在20MA ...
Broadcom (AVGO) Gains After AI Computing Demand Fuels Sales ...
5 days ago ... ... results and an upbeat forecast, lifted by robust demand for artificial intelligence products. Second-quarter profit was $10.96 a share ...
Broadcom boosts revenue forecast from AI chips, unveils stock split ...
4 days ago ... It also raised its annual core profit projections and beat LSEG estimates for second-quarter adjusted earnings per share and revenue. The ...
博通(AVGO)_个股概要_股票价格_行情走势图_Moomoo
4 days ago ... 第二财季AI产品营收31亿美元。按10-1拆股,季度股票分红5.25美元。预计全年营收大约510亿美元,分析师预期505.8亿美元。
3 reasons why Broadcom's stock (AVGO) can climb even higher
4 days ago ... Broadcom surged more than 12% to a record high Thursday following an excellent fiscal second-quarter earnings report on Wednesday night.
Broadcom Stock Jumps on Revenue Beat, Stock Split
5 days ago ... Net income, $2.12 billion, $2.26 billion, $3.48 billion. "Broadcom's second quarter results were once again driven by AI demand and VMware," ...
業績相較輝達黯淡博通股價跌
Sep 1, 2023 ... 網通晶片大廠博通(Broadcom)公布本財年第三季(截至7月30日)財報,營收獲利勉強高過華爾街預期,第四季財測不如預估,與同為AI概念股的輝 ...
Nick Cayou on LinkedIn: #broadcom #greenplum #emc #pivotallabs ...
Jan 26, 2024 ... Looking at Broadcom's financial guidance for the fourth quarter, there is an unmistakable acceleration in AI-related revenues, which are ...
Broadcom Exceeds Q2 Expectations, Shares Rise 12% | Perigon
4 days ago ... How does Broadcom's anticipated performance in the artificial intelligence (AI) sector impact its overall revenue and long-term business ...
What You Need To Know Ahead of Broadcom's Earnings Report
5 days ago ... Investors are likely to be watching for revenue growth related to artificial intelligence (AI) as Broadcom's networking and semiconductor ...
Broadcom (AVGO) Q2 2024 Earnings Call Transcript | The Motley Fool
4 days ago ... But if we exclude VMware, consolidated revenue was up 12% year on year, and this 12% organic growth in revenue was largely driven by AI revenue, ...
Patrick Moorhead (@PatrickMoorhead) / X
Don't forget that @Broadcom is not only connecting AI; it has numerous accelerator wins. ... "Broadcom announced Q2 earnings today. How did they do?" Here's what ...
Broadcom Revenue in Q2 2023 Hits $8.73 Billion
Broadcom revenue in Q2 2023 hit $8.73B, beating estimates as the semiconductor and infrastructure software vendor reported its latest earnings.
Move over, Nvidia: Broadcom posts earnings beat
4 days ago ... “In Q2, infrastructure software segment revenue of $5.3 billion was up 175% year on year and included $2.7 billion in revenue contribution from ...
[News] TSMC's CoWoS Demand Surges from NVIDIA, Apple, AMD ...
Nov 13, 2023 ... ... AI applications, driving the demand for chips such as GPU and AI accelerators. In response to the continuous increase in AI demand, TSMC had ...
Broadcom Ships Industry's First 5nm Single-Chip 25.6Tb/s Router ...
Oct 17, 2023 ... The new single chip router comes as service providers are facing growing bandwidth and security demands driven by increased AI, mobile edge and ...
Broadcom Delivers Industry's First 51.2-Tbps Co-Packaged Optics ...
Mar 14, 2024 ... ... Broadcom's best-in-class StrataXGS® Tomahawk®5 switch chip. Bailly ... “As AI clusters demand higher bandwidth density, lower power consumption ...
How Nvidea uses Broadcom and Marvell ASICs for data centers ...
Feb 9, 2024 ... Supply chain ... AI chip manufacturing is heating up. From enhanced processing power to ...
Broadcom Introduces Industry's First Switch With On-Chip Neural ...
Nov 30, 2023 ... ... market and will be of value as networks evolve into the AI era.” Zhongdong Liu, President and CEO, Ruijie Networks “Broadcom's ability to ...
Broadcom, Oracle and Samsung Unveil Strategies to Dominate AI
4 days ago ... ... AI market. Broadcom's Stock Surges on AI Chip Demand, Stock Split. Broadcom's shares skyrocketed Thursday (June 13) after the chip maker ...
Google expects no change in its relationship with AI chip supplier ...
Sep 21, 2023 ... Broadcom did not respond to a Reuters request for comment. Broadcom is seen as the second-biggest winner from the generative AI boom after ...
Amazon (AMZN) Posts Strong Cloud Unit Sales on Rising AI Demand
Apr 30, 2024 ... The AI chatbots, data-crunching tools, and other software that respond ... What Broadcom's AI-Fueled Rally Means for the Chip Sector. Gift this ...
Will Broadcom Be the Next AI Stock To Explode on Friday? | The ...
Mar 6, 2024 ... AI stocks have gone from hot to scorching this year, led by sector winners like Nvidia (NVDA 1.75%), the AI chip superstar, and Super Micro ...
Broadcom Inc. Announces Third Quarter Fiscal Year 2023 Financial ...
"Our fourth quarter outlook projects year-over-year growth, reflecting continued leadership in networking for generative AI." "Consolidated revenue for the ...
Broadcom sees $10 billion in AI chip sales in 2024, but shares dip ...
Mar 7, 2024 ... Smaller rival Marvell Technology's (MRVL.O) , opens new tab forecast revenue below market expectations, sending its stock down over 6% in ...
Broadcom Inc. Announces Fourth Quarter and Fiscal Year 2023 ...
(Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial ...
Broadcom Inc. Announces First Quarter Fiscal Year 2024 Financial ...
PALO ALTO, Calif. , March 7, 2024 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor ...
Nvidia, Broadcom and the expanding breadth of AI momentum ...
Mar 23, 2024 ... In our view, GTC24 was the most important event in the history of the technology industry, surpassing Steve Jobs' iPod and iPhone launches. The ...
Broadcom profit soars as AI chip sales push revenue forecasts ...
Mar 12, 2024 ... Nonetheless, the booming AI market has helped mitigate the impact on semiconductor sales performance. AI to the rescue. Broadcom's CEO, Hock ...
AVGO Stock: Broadcom Earnings Edge By Estimates; VMware Deal ...
Dec 8, 2023 ... Broadcom Earnings Edge By Estimates; VMware Deal Impacts Outlook ... artificial intelligence, cybersecurity and cloud computing. YOU MIGHT ALSO ...
MSP Revenue Set to Take Flight in 2024 After Strong Q4
Mar 7, 2024 ... The prospects for MSP revenue look bullish if you ask the respondents of the Q4 2023 Channel Futures Market Outlook survey.
Microsoft Cloud strength fuels third quarter results - Stories
Apr 25, 2024 ... Diluted earnings per share was $2.94 and increased 20%. “Microsoft Copilot and Copilot stack are orchestrating a new era of AI transformation, ...

在博通第二季財報中,AI對其表現產生了積極的影響。博通在2024財年第二季度的財報中顯示,公司的營收年增2.8倍,這主要得益於人工智慧(AI)領域的快速增長 2。AI技術需求的激增推動了博通專注於生產AI晶片,並且獲得了顯著的市場份額,從而促進了公司的營收增長。根據財務數據顯示,在第二季度,公司的AI相關產品營收達到31億美元 21

除此之外,博通在AI技術上的持續投資和成功的戰略佈局,也為其帶來了增長動力。公司對VMware的整合推動了EPS優於預期 2。這些策略性投資在第二季度取得了成功,進一步推動了公司的業績表現。

總的來說,博通積極抓住了人工智慧領域的機遇,通過提供高質量的AI相關產品,取得了令人印象深刻的成績。公司在AI技術方面的持續表現和戰略舉措,將為其未來的發展奠定穩固的基礎。

博通第二季財報中AI如何影響營收?

博通第二季財報中,人工智能(AI)對營收產生了顯著影響。根據投資百科(Investopedia)的報導 27,投資者將密切關注與人工智能相關的收入增長,因為博通的網路和半導體業務均與AI相關。此外,摩根大通(The Motley Fool)的報告 28指出,除去VMware,博通的合併收入同比增長了12%,其中這種12%的有機增長主要是由AI收入驅動的。這表明博通在AI領域的業務表現良好,對其整體收入增長產生了積極影響。

此外,博通在2023年第二季度也已經開始取得顯著的營收成果。根據未來洞察集團(Futurum Group)的報告 30,2023年第二季度,博通的營收達到了87.3億美元,超出了市場預期,顯示了該公司在半導體和基礎設施軟件領域的穩健業績。

因此,從多個資訊來源來看,人工智能帶來的收入增長對博通第二季度的財務表現產生了積極影響。此外,博通在基礎設施軟件領域也取得了顯著的收入增長,進一步推動了整體業績的提升。這些資訊有助於投資者更好地了解博通在人工智能領域的業務表現和潛在增長動力。

博通在晶片領域是如何應對AI需求增長的?

博通在晶片領域積極應對人工智慧(AI)需求的增長,這主要是由於AI應用程式的日益普及,導致對GPU和AI加速器等芯片的需求不斷增加。博通通過推出行業首創的具有類神經網絡功能的交換機芯片 36,以及提供具有更高頻寬密度和更低功耗的光學通信解決方案 34,加強了對AI集群等高帶寬密度應用的支持,以滿足市場需求。

此外,在AI芯片市場上,博通與NVIDIA和Marvell等公司合作,在數據中心中使用Broadcom和Marvell ASICs 35,為市場帶來了更多創新。而博通近期的股價飆升,顯示了投資者對其AI芯片需求的信心 37

隨著AI不斷崛起,博通在AI市場中扮演著重要角色。該公司的創新產品和策略使其能夠應對不斷增長的AI需求,並且被視為在AI領域具有優勢地位的公司之一。因此,博通在晶片領域的應對策略使其在激烈的市場競爭中保持了競爭力,並為投資者帶來了良好的投資價值。

AI技術對博通的未來營收前景有何影響?

AI技術對博通未來的營收前景有著重要影響。根據博通的財報和市場分析,AI技術的持續應用和發展將推動博通在下一季度的業績增長。博通在2023財年第三季度和第四季度的財報顯示,其在網絡方面的AI技術領先地位對其業績產生了積極影響 41 43,而AI芯片銷售也是未來重要的收入來源 42 46

此外,市場對博通在AI領域的前景持樂觀態度。報道指出,博通在AI芯片市場上的表現幫助其業績表現遠超預期 42。同時,AI技術的普及和應用將為博通帶來更多商機和潛在收益。博通自身也對AI技術的應用感到樂觀,認為AI市場的增長有助於減輕半導體銷售業績的負面影響 46

總的來說,博通在AI技術領域的持續投入和領先地位,以及市場對其未來發展的樂觀預期,都將對博通未來的營收前景產生積極影響。因此,隨著AI技術在各個行業中的應用不斷擴大,博通有望在第二季度繼續保持強勁的業績增長。

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