来源：滚动播报 MELIUS RESEARCH：将博通公司目标价从530美元上调至575美元。 ...

博通在电话会中预计到2027年，仅来自AI芯片的营收就将远超1000亿美元，总出货量将接近10吉瓦。博通认为，作为人工智能软件和物理芯片（硅）之 间的永久抽象层，VCF等基础设施软件不可被取代或替代。依托与客户深度的多年期合作，博通已经提前锁定了2026年至2028年的关键组件产能，成为 了业内最早锁定2028年产能的公司之一。 随着全球生成式AI竞赛进入白热化，底层算力基础设施的头号玩家正在交出远超市场预期的答卷。博通在随后的2026财年第一季度财报电话会议上抛 出了一个宏大的指引："我们现在有信心在2027年实现仅芯片业务的AI收入超过1000亿美元。" 整体来看，博通正在把"AI 定制芯片+以太网网络"做成一个规模化、可复制、长期锁定的基础设施生意，并且已经提前锁定到 2028 年。以下是电话会 要点： 2027年AI芯片收入>1000亿美元，6家长期战略客户 HockTan在本次电话会上做了极具冲击力的指引：2027年，仅芯片（XPU+交换芯片+DSP）AI收入将超过1000亿美元，注意几个关键点： 仅芯片、 不含机架、 不含系统集成。 分析师追问后他确认，2027年预计接近10吉瓦装机容量。而按照行 ...

Comments(2)Earnings Call Insights: Broadcom Inc. (AVGO) Q1 2026 Management View CEO Hock Tan announced that total revenue for Q1 2026 reached a record $19.3 billion, representing a 29% year-on-year increase and attributing the outperformance to "better-than-expected growth in AI semiconductors." He highlighted that "Q1 consolidated adjustedNewsletters for Every InvestorGet daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to NewslettersSeeking Alph ...

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.2万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ | 优势物料，特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | 华邦 | W988D6FBGX6I | 25+ | 6K | | 华邦 | W25Q16JVBYIQ | 22+ | 90K | | 华邦 | W25Q40CLWI | 22+ | 30K | | 英飞凌 | BTS724G | 两年内 | 10k | | --- | --- | --- | --- | | SKYWORKS | RFX2401C | 两年内 | 10k | | 美光 | MT40A4G8NEA | 25+ | 2520pcs | | | 062E:F | | | | | MT40A512M16TB | | 8k | | 美光 | 062E:R | 25+ | | | 美光 | MT25QL128ABA8ESF | 25+ | 2k ...

Group 1 - Nvidia's CEO Jensen Huang stated that the company's recent $30 billion investment in OpenAI may be its last before the company goes public, with an IPO expected by the end of the year [2] - Huang also mentioned that the $10 billion investment in Anthropic might be the final one, and the previously announced $100 billion investment opportunity may not be on track [2] Group 2 - Moderna agreed to pay up to $2.25 billion to resolve patent disputes related to its COVID-19 vaccine, concluding ongoing legal controversies [3] - Samsung Electronics raised its first-quarter DRAM contract price increase from 70% to 100%, and plans to negotiate with Tesla to boost AI6 chip production, with an additional monthly demand of 24,000 wafers [3] - Alibaba's Qwen model technology head Lin Junyang announced his resignation, raising questions about his future with the company, while CEO Wu Yongming emphasized Qwen as a top priority during a communication meeting [3] Group 3 - Huawei's ICT BG CEO Yang Chaobin announced the official start of 6G standardization work, with the first 3GPP standard version not expected to be frozen before March 2029 [5] - Xiaomi plans to launch a new smartphone processor chip annually, with founder Lei Jun submitting proposals related to "AI+" and new productive forces at the National People's Congress [5] - ByteDance announced the pricing for its Seedance 2.0 video generation service at $1 per second, furthering the commercialization of generative AI applications [5] Group 4 - Apple released a budget MacBook Neo featuring the A18 Pro chip, starting at $599, while iOS 18.7.6 was officially released [8] - Meta plans to develop its own AI training chips and establish a new AI engineering department to accelerate superintelligence research [8] - Microsoft assisted in dismantling a global hacker service platform and is expected to launch Windows 12 this year, integrating AI deeply [8] Group 5 - Tesla's procurement executives plan to visit Samsung Electronics to discuss significantly increasing AI6 chip production capacity, with additional demand reaching 24,000 wafers per month [9] - Morgan Stanley announced a layoff of about 3%, affecting 2,500 employees across various departments [10] - Ross Stores reported strong fourth-quarter results, with same-store sales growth of 9% exceeding expectations, and a record sales figure of $6.64 billion [10] Group 6 - Honda announced plans to import pure electric vehicles produced in China to Japan, marking the first instance of a Japanese automaker selling Chinese-made EVs domestically [12] - SK Hynix is advancing new HBM packaging technology to meet Nvidia's demands, competing with Samsung for high-end memory market share [12] - LG Electronics is set to maintain its position as the global leader in OLED TV market share for the 13th consecutive year in 2025 [12]

Core Viewpoint - Broadcom's CEO Hock Tan projects that AI chip revenue will exceed $100 billion in the next year due to increasing demand from large customers for custom silicon design [1]. Group 1: Financial Performance - In the fiscal first quarter, AI revenue more than doubled to $8.4 billion compared to the previous year, while total sales increased by 29% to $19.3 billion [2]. - The company anticipates AI semiconductor revenue of $10.2 billion for the current quarter [2]. - Following the positive earnings call, Broadcom shares rose over 5% in extended trading [2]. Group 2: Supply Chain and Manufacturing - Broadcom has secured the necessary supply chain to meet its sales target for 2027 [2]. - The company assists customers in translating chip designs into silicon, providing back-end support before manufacturing at large fabrication plants like Taiwan Semiconductor Manufacturing Company [3]. - The chip industry, including Broadcom, has faced challenges such as a shortage of high bandwidth memory and capacity constraints in advanced chip manufacturing and packaging [3].

Major U.S. indexes traded higher as investor concerns over the Iran conflict subsided. The Dow Jones Industrial Average added 0.49% to 48,739.41, the S&P 500 advanced 0.78% to 6,869.50, and the Nasdaq climbed 1.29% to 22,807.48.These are the top stocks that gained the attention of retail traders and investors through the day:Broadcom’s shares rose by 1.18%, closing at $317.53. The stock reached an intraday high of $322.64 and a low of $311.74, with a 52-week range of $138.10 to $414.61. The stock rose 5.27% ...

博通毛利率下滑1%，居然没跌！还是XPU和CPO说的比较乐观！ 总营收：$193.11亿，同比+29%，环比+7.2%，超指引上限($191亿) AI半导体收入：$84亿，同比+106%，环比+29.2%，占总营收43.5%，创历史新高 半导体解决方案：125.15亿美元，同比+52%，环比+12.9%，占总营收64.8%（同比+10pct，环比 +3.4pct） 基础设施软件：67.96亿美元，同比+1%，环比-2.1%，占总营收35.2%。 AI半导体收入 AI总收入：84亿美元，同比+106%，环比+29.2%，占半导体收入67.1%，占总营收43.5%。 定制AI加速器(XPU)：59亿美元，同比+140%，环比+38%，占AI收入70.2%。Google、Meta、Anthropic 等顶级客户大规模部署。 AI网络（含CPO）：25亿美元，同比+37%，环比+13.6%，占AI收入29.8% 3） CPO收入：Q1同比+200%，已获微软Azure、亚马逊AWS批量订单 产品：1.6T CPO解决方案，集成4x400G硅光引擎，功耗降低35%。 Q2指引：营收$220亿(同比+47%)，AI收入$ ...

"我们对于在2027年达到这一里程碑有非常清晰的把握，"他在与华尔街分析师们的电话会议上表示。"我们也已经确保了实现这一目标所需的芯片供应链。" 智通财经APP获悉，全球AI热潮最大赢家之一博通(AVGO.US)北京时间3月5日晨间公布截至2月1日的2026财年第一季度财报数据以及第二季度业绩指引展 望。整体而言，博通最新公布的业绩数据以及管理层对于下一财季的最新展望均超出华尔街分析师预期，尤其是1000亿美元AI芯片营收前景进一步验证了 华尔街所高呼的"AI热潮仍然处于算力基础设施供不应求的早期建设阶段"，以及凸显出随着AI推理时代到来，在云端AI推理算力需求激增以及聚焦将AI大 模型嵌入企业经营的"微训练"趋势之下，性价比更高AI ASIC算力系统对于英伟达近乎90%市场份额的AI芯片垄断地位发起强有力冲击。 博通是苹果公司以及其他大型科技公司的核心芯片供应商之一，同时也是全球大型AI数据中心的高性能以太网交换机芯片，以及AI ASIC这一对于AI训练/推 理至关重要的云计算巨头们定制化AI芯片的核心供应力量。 博通公布无比强劲的业绩与未来展望后，股价在美股盘后交易中大涨超5%，带动台积电、美光等AI算力 ...

分组1 - Broadcom Inc. reported quarterly earnings of $2.05 per share, exceeding the Zacks Consensus Estimate of $2.04 per share, and showing an increase from $1.6 per share a year ago, representing an earnings surprise of +0.76% [1] - The company achieved revenues of $19.31 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.13%, and up from $14.92 billion year-over-year [2] - Broadcom has consistently surpassed consensus EPS estimates for the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 9.3% since the beginning of the year, compared to the S&P 500's decline of 0.4% [3] - The current consensus EPS estimate for the upcoming quarter is $2.18 on revenues of $20.44 billion, and for the current fiscal year, it is $10.25 on revenues of $95.48 billion [7] - The Electronics - Semiconductors industry, to which Broadcom belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]