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博通财报AI双喜,华尔街掀「提价潮」,美银喊入「万亿美元俱乐部」
5 days ago ... ... 博通(AVGO.US)公布第二季营收和利润超预期的财报、并调升AI营收预测后, ... 鉴于此,我们现在预期网通营收年增40%,此前预期是 ...
Broadcom Inc. Announces First Quarter Fiscal Year 2024 Financial ...
Revenue of $11,961 million for the first quarter, up 34 percent from the ... Second, strong demand for our networking products in AI data centers, as well as ...
〈財報〉博通Q1整體業績佳但半導體收入未達預期盤後股價震盪
Mar 7, 2024 ... FY24 Q1(截至2/4) 財報關鍵數據v.s. FactSet 訪調分析師預測. 營收:119.6 ... 執行長陳福陽此前預期,2024 會計年度AI 相關營收將占總營收超過25%。
Broadcom Shares Retreat Despite Raised AI Revenue Forecast
Mar 17, 2024 ... Broadcom in early March boosted its fiscal 2024 (Oct.) AI revenue outlook, but the stock is down 12% since then as investors were ...
博通( AVGO ) 財報分析2023 Q1 - AI 應用前景佳,但營收成長較低
Jun 15, 2023 ... 本季AVGO 公司在營收和淨虧損表現上皆高於市場預期,同時在客戶總數以及高淨值客戶數量上都持續保持增長,整體財報數據表現亮眼,後續也調升未來的財測 ...
Broadcom sees $10 billion in AI chip sales in 2024, but shares dip ...
Mar 7, 2024 ... Broadcom did not update its annual revenue forecast of $50 billion, likely disappointing investors despite representing growth of 40%.
博通財報AI雙喜,華爾街掀「提價潮」,美銀喊入「萬億美元俱樂部」
4 days ago ... 在12日通訊半導體巨頭博通(AVGO.US)公佈第二季營收和利潤超預期的財報、並調升AI營收預測後,華爾街分析師紛紛提高股票目標價。美銀、奧本海默、傑 ...
Broadcom surges to a record after earnings. 3 reasons why the stock ...
5 days ago ... The CNBC Investing Club gives investors a behind-the-scenes look at how Jim Cramer manages an investment portfolio so you can manage your own ...
汪潔民- 汪潔民updated their cover photo.
... 升息6都+新竹第2戶限貸6成緊盯八縣市房貸成數○央行7/1起升準1碼(0.25個百分點),並上修全年經濟成長率3.77%、預測 ... 收黑○〈能源盤後〉美PPI通膨放緩原油守住小漲 ...
Broadcom revenue beats estimates as AI powers demand, investors ...
Mar 8, 2024 ... ... revenue below market expectations, sending its stock down 6% in extended trading. Advt. Broadcom did not update its annual revenue forecast ...
PCE是什麼?PCE公布時間?聯準會最關心的個人消費物價指數!通 ...
【最新財報】AI 動能強!博通(AVGO)調升全年營收,宣布1 拆10 股票分割計畫 · 最新利率點陣圖釋出!6 月FOMC 會議預測今年降息幾次?Fed 會議紀錄重點整理! .一文 ...
Broadcom Inc. Announces Fourth Quarter and Fiscal Year 2023 ...
"Broadcom's fiscal year 2023 revenue grew 8% year-over-year to a record $35.8 billion , driven by investments in accelerators and network connectivity for AI ...
博通上調財測蘋果新機即將問世PA 族群股價表現亮眼| 市場焦點| 證券 ...
5 days ago ... 博通預期2024年來自AI相關晶片的營收為110億美元,較先前預測的100億美元上調10%,全年營收預估因而調升至510億美元,高於分析師預期的506億美元。 博通 ...
Broadcom Earnings: AI Revenue Is Accelerating | Morningstar
Mar 8, 2024 ... We've raised our fair value estimate of Broadcom's stock, but still see it as overvalued.
【美股財報】Snowflake(SNOW)歷史財報分析| FinGuider 美股 ...
Feb 27, 2024 ... 調升全年產品營收至26.5 億美元,雖然CFO 透露,新產品上線可能會影響到產品 ... 儘管AI 領域營收強勁,但博通(AVGO)其他業務持續疲軟 .CrowdStrike ...
10 Reasons to Buy Broadcom Stock Now - 24/7 Wall St.
3 days ago ... With the AI winds in its sails, Broadcom is forecasting even more revenue growth in its current fiscal year to put it over the top. While ...
博通調高財測股票一拆十AI晶片年度營收上調一成至110億美元| 國際 ...
5 days ago ... 博通在美股12日盤後公布,預期2024年來自AI相關晶片的營收可以達到110億美元,較先前預測的100億美元上調10%,全年營收預估因而調升 ... 是僅次於輝達的第二 ...
Broadcom "one of the best ways to play AI" after outlook upgrade ...
5 days ago ... Investing.com -- Broadcom's decision to lift its annual revenue guidance for its artificial intelligence-optimized chips has reinforced the ...
了解VIX 恐慌指數是什麼: VIX 為什麼對投資者重要? VIX能預測漲跌 ...
Mar 14, 2024 ... 【FinGuider 公告】個股頁全方位改版,訂閱回饋618 限時開啟! .【最新財報】AI 動能強!博通(AVGO)調升全年營收,宣布1 拆10 股票分割計畫.
Broadcom's AI Shine Has Worn Off. It Could Still Be a Winner Ahead ...
Jun 3, 2024 ... However, with Broadcom's earnings due on June 12, Melius Research's Ben Reitzes sees reasons to get on board now, and most have to do with ...
Broadcom boosts revenue forecast from AI chips, unveils stock split ...
6 days ago ... "As the data center market moves to AI servers, Broadcom's upside is extremely high. In many ways (Broadcom) will be the second-biggest ...
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 ...
Will Earnings from These 10 AI Stocks Live Up to... | Morningstar
Apr 23, 2024 ... What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
Broadcom's Software Expansion And AI Potential Drive Stock To ...
Jan 25, 2024 ... In 2023, Broadcom shares doubled in price. So ... In FY'23, Broadcom's total software revenue of $7.6 billion represented 21% of total revenue.
Stock-Split Watch: Is Broadcom Next? | The Motley Fool
Jan 20, 2024 ... ... Broadcom's AI-related revenue. This explains why analysts are forecasting an acceleration in Broadcom's earnings growth following this ...
Broadcom's stock rises on strong AI chip sales and improved annual ...
6 days ago ... It also raised its forecast for the year and announced a 10-for-1 stock split that will come into effect next month. The company reported ...
VMware's future: Navigating multicloud complexity and generative AI ...
Aug 19, 2023 ... Investment strategy: Broadcom's strategy involves identifying companies with a competitive edge or “moat” and fueling them with adequate but ...
Broadcom: An Undervalued Giant In The Rising AI Semiconductor ...
Jun 4, 2023 ... The company's strong financial performance, consistent growth, and competitive advantage in AI ASIC production make it an attractive investment ...
Lab Insight: Dell and Broadcom Deliver Scale-Out AI Platform for ...
Feb 12, 2024 ... ... competitive advantage in their markets. Tags: NVIDIA Artificial Intelligence XE9680 GenAI R760xa XE8545. Related Documents. Post thumbnail. AI ...
Continuous Testing
... competitive advantage. See what's changed in the world of quality and ... The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Accessibility ...
Investor Center | Broadcom Inc.
The Investor Relations website contains information about Broadcom Inc. 's business for stockholders, potential investors, and financial analysts.
Broadcom Inc. | Connecting Everything
Broadcom Inc. is a global technology leader that designs, develops and supplies a broad range of semiconductor, enterprise software and security solutions.
Broadcom-VMware merger will hatch a new 'supercloud'. While ...
May 25, 2023 ... While regulators worry that Broadcom's VMware acquisition will be anti-competitive ... Their real competitive advantage is being on-prem and ...
Broadcom (AVGO): Porter's Five Forces Industry and Competition ...
Oct 1, 2023 ... Broadcom's competitive advantages position it favourably in the highly competitive semiconductor and technology industry. ... AI-powered platform ...
Private AI: A Journey with VMware by Broadcom
Apr 1, 2024 ... In the fast-paced world of technology, companies are constantly seeking competitive advantages to stay ahead. Artificial Intelligence (AI) ...
Broadcom: The $600 Billion AI Chip Giant
Apr 4, 2024 ... The collaboration with Google on TPUs gave Broadcom a competitive edge in the AI compute market, leading to substantial revenue growth. What is ...
Broadcom Inc. Announces Second Quarter Fiscal Year 2024 ...
Revenue from our AI products was a record $3.1 billion during the quarter. ... Total net revenue. $. 12,487. 100. %. $. 8,733. 100. % ...
broadcom is evil : r/vmware
Jan 21, 2024 ... The strategy is simple - Broadcom acquires companies that sell market leading products with sticky customers, recurring revenue, and high ...
Broadcom Reaches New Highs On AI-Fueled Earnings, Announces ...
4 days ago ... Broadcom's overall revenue rose 43 percent to $12.49 billion in its ... impact how and where products appear on this site. While we strive ...
Broadcom Inc. Reports Strong Q2 2024 Earnings with AI and ...
4 days ago ... ... product rationalization and its impact on customers. ... products is being deployed, which is expected to drive sustained revenue growth.
Broadcom's Earnings Slow In The Face Of Ramping AI Sales ...
Sep 8, 2023 ... ... revenues, it makes you wonder how much AI impacts its products. In ... So even with the higher AI growth in networking, gross margins didn't ...
Broadcom (AVGO) Gains After AI Computing Demand Fuels Sales ...
6 days ago ... Broadcom's AI-Fueled Forecast Triggers Biggest Rally Since 2020. The chipmaker also is planning a 10-for-1 stock split; AI products added record ...

博通(Broadcom)调升AI營收預測的主要原因之一是AI领域需求强劲。根据报道,博通在2024财年第一季度实现了1196.1亿美元的营收,同比增长34% 3,并且半导体领域的收入表现尤为出色。公司首席执行官陈福阳预测,2024会计年度AI相关營收将占总營收超过25% 4,这进一步反映了博通在AI芯片市场的卓越表现。此外,博通预计2024年来自AI相关晶片的營收可达110亿美元,较之前预测的100亿美元上调10% 14,这表明市场对博通在AI领域的增长潜力持乐观态度。值得一提的是,虽然博通的股价在一定时期内出现了波动和回落 5,但投资者对于公司财报业绩和AI领域前景的信心依然持续增强,这也是博通调升AI營收預测的原因之一。Investing.com的报道指出,博通提高其人工智能优化芯片年度营收预测,增强了投资者的信心 19

博通的AI營收預測是如何影響公司的股價?

博通(Broadcom)對AI芯片市場的持續增長和相關業務的發展,以及卓越的財務表現對公司股價的影響是不可忽視的。最近,博通通過提高年度營收預測和推出股票分割等舉措,凸顯了市場對其未來潛力的樂觀態度。

根據多家媒體的報導,博通的AI芯片業務在公司整體業績中發揮了關鍵作用 22 23 26 27。隨著數據中心市場轉向AI伺服器,博通的增長潛力被認為非常巨大,這使得公司營收預測獲得提升。AI市場的蓬勃發展有助於緩解半導體銷售表現的影響,使得博通的盈利表現出色,進而推動了股價的上升。

另外,博通在公司內部積極擴展軟體業務 25,同時不斷發掘AI領域的潛力,這些舉措進一步驅動了股價的增長。分析師預測,隨著博通AI相關營收的不斷增長,公司的盈利增速將加快 26

總的來說,博通積極把握AI市場的機遇,通過業務拓展和技術創新持續推動公司的發展,這些舉措直接影響了公司的營收預測,進而對股價表現產生了積極影響。

博通在AI領域的競爭優勢是什麼?

博通在AI領域的競爭優勢主要來自其與其他公司的合作和技術創新。首先,博通與谷歌合作開發了TPUs,這使其在AI計算市場中具有競爭優勢,導致其業績大幅增長 37。此外,博通致力於生產AI ASIC,在AI半導體領域取得了成功,這使其在AI硬體市場上具有競爭優勢 29。除此之外,博通積極投資並與其他頂尖科技公司合作,以保持在AI領域的領先地位 36

博通還著眼於維護自己在多雲環境和AI領域的地位,與VMware進行私有AI合作,不斷追求技術創新與競爭優勢 36。此外,博通也參與了連續測試項目,以確保產品質量和競爭力 31。這些努力使博通在AI領域獲得了巨大的商業成功,並為預測調升原因奠定了堅實基礎。

總的來說,博通在AI領域的競爭優勢主要在於技術創新、與其他公司的合作以及對品質和效能的不懈追求。這些因素共同促使博通成為一個AI領域的巨頭,並在市場上取得了顯著地位。

博通的AI相關產品如何推動公司的整體業績增長?

博通的AI相關產品在推動公司整體業績增長方面發揮了重要作用。根據相關資訊 38 40 41,博通於2024年第二季度呈報的財務數據顯示,AI產品的收入達到了刷新紀錄的310億美元,這對博通整體業績增長產生了積極影響。

透過AI相關產品的出色表現,博通的整體營收在該季度增長了43%,達到124.9億美元。AI技術的推動使得博通公司在市場上取得了顯著增長,並有望持續推動公司業務的增長。此外,博通也在AI領域投入较多,計劃進行10比1的股票分拆,進一步證明了公司對AI業務的看好和未來發展潛力。

值得一提的是,博通積極應對產品合理化進行了調整,透過對產品組合的精心部署,預計將推動公司持續增長。這表明博通對AI相關產品的投資與部署策略獲得了良好的效果,成功帶動了公司業績的增長。

總的來說,博通公司的AI相關產品通過提高營收、推動股價增長以及引領公司發展走向創新,已成為公司業務中不可或缺的關鍵部分,有助於實現業務目標和擴大市場份額。

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