记者|杜波 编辑|程鹏 杜恒峰 校对|陈柯名 北京时间3月11日晚，美股三大指数开盘涨跌不一，道指跌0.16%，纳指涨0.3%，标普500指数涨 0.13%。截至发稿，道指跌0.67%，纳指涨0.16%，标普500指数跌0.1%。有1789只个股上涨，3195只个 股下跌。 明星科技股特斯拉涨2.42%，美国超微公司涨1.73%，英特尔涨1.67%。 | 瑞幸咖啡 | 35.510 | -0.03% | | --- | --- | --- | | 延 LKNCY ■ | | | | 亚朵 | 36.415 | -0.07% | | ATAT & C | | | | 好未来 | 10.970 | -0.18% | | TAL | | | | 微博 | 9.805 | -0.25% | | WB C | | | | 新东方 | 52.930 | -0.34% | | EDUB | | | | 满帮 | 9.235 | -0.38% | | YMM C | | | | 禾赛 | 25.140 | -0.40% | | HSALE C | | | | 阿里巴巴 | 135.975 | -0.64% | | BABA ...

3nm 400G/lane technology enables best-in-class 1.6T transceivers and lays the foundation for 204.8T networks using 3.2T transceivers PALO ALTO, Calif., March 11, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the availability of its 3nm 400G/lane optical PAM-4 DSP, the Taurus™ BCM83640, optimized for 1.6T transceiver solutions with unprecedented bandwidth density and ef ...

PALO ALTO, Calif., March 11, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the availability of its 3nm 400G/lane optical PAM-4 DSP, the Taurus™ BCM83640, optimized for 1.6T transceiver solutions with unprecedented bandwidth density and efficiency. The device features 400G/lane serial optical interfaces, which enable optical transceiver manufacturers to cost effectively ...

证券研究报告 博通 (AVGO US) AI 芯片收入指引强劲 | 华泰研究 | | 季报点评 | 投资评级(维持): | 买入 | | --- | --- | --- | --- | --- | | 2026 年 | 3 月 10 日│美国 | 计算机设备 | 目标价(美元): | 380.73 | 博通发布 FY26Q1 财报，公司 FY26Q1 实现收入 193.11 亿美元，超此前指 引的 191 亿美元，yoy+29%、qoq+7%，主因 AI 业务收入快速增长；实现 净利润（GAAP）73.49 亿美元，yoy+34%、qoq-14%，主要系毛利率环比 下降 1 个 pct；实现 EPS（GAAP-Diluted）1.50 美元。公司 FY26Q1 实现 调整后 EBITDA 为 131.28 亿美元，对应 EBITDA 率约 68%，盈利能力维持 高位。实现 Non-GAAP 净利润 101.85 亿美元，Non-GAAP EPS 为 2.05 美 元。看好公司 AI 业务的快速增长，给予"买入"。 半导体解决方案：AI 业务持续放量，非 AI 业务整体平稳 公司 FY26Q1 半导体解决方案业 ...

Investment Opportunities in AI Stocks - The current investment landscape highlights AI as a significant opportunity, with recommendations to invest in Nvidia, Microsoft, and Broadcom [1] Microsoft - Microsoft's stock has experienced a downward trend recently, but there is potential for recovery in March, with solid business fundamentals [3] - The company reported a 17% year-over-year revenue increase for fiscal Q2 2026, with expectations of 16% growth in Q3 and 15% in Q4 [4] - The current price-to-earnings ratio for Microsoft is at a historically low level, suggesting it may be undervalued [6] Nvidia - Nvidia is a leading supplier in the AI sector, currently trading at a low forward price-to-earnings ratio of 22, despite expected revenue growth of 77% in Q1 [9][10] - Concerns about an AI bubble are mitigated by the long-term demand for computing hardware from major tech companies, indicating a strong future for Nvidia [10] Broadcom - Broadcom's custom AI chips are designed specifically for AI workloads, providing a competitive alternative to Nvidia's GPUs [12] - The company reported a remarkable 106% year-over-year increase in AI semiconductor revenue for fiscal Q1 2026 [13] - Although trading at 32 times forward earnings, Broadcom is seen as a potential competitor to Nvidia, making it an attractive investment option [14]

Group 1: Broadcom - Broadcom is emerging as a significant player in the AI computing market, having partnered with AI hyperscalers to design custom AI chips tailored for specific workloads [3][4] - In Q1 of fiscal year 2026, Broadcom's AI semiconductor revenue increased by 106% year over year, reaching $8.4 billion, with expectations of $10.7 billion in the next quarter [6][7] - Broadcom anticipates over $100 billion in AI semiconductor revenue by 2027, indicating substantial growth potential for the stock [7] Group 2: Nvidia - Nvidia is also experiencing impressive growth, with a revenue increase of 73% in Q4 of fiscal year 2026 and an expected 77% growth in the next quarter [8][10] - Both Broadcom and Nvidia are in high demand as AI hyperscalers seek to acquire computing power, with significant market opportunities as data center capital expenditures are projected to reach $3 trillion to $4 trillion by 2030 [10][11] - Nvidia is currently trading at a lower valuation compared to Broadcom, with a forward earnings ratio of 22, making it an attractive investment option [11] Group 3: Microsoft - Microsoft is adopting a different strategy in the AI space by focusing on building infrastructure for clients to develop their own AI models, rather than creating its own generative AI model [12][13] - The company's cloud computing revenue surged by 39% in the latest quarter, justifying its significant investments in data centers [13] - Microsoft is trading at a price-to-earnings ratio of 26, the lowest since the market sell-off in 2022, presenting a potential buying opportunity for investors [14][15]

Core Insights - The article emphasizes the increasing importance of SerDes technology in AI infrastructure, highlighting its role in enhancing data exchange efficiency among GPUs and other components in large-scale systems [2][5][10] - Companies like Broadcom and Marvell dominate the ASIC design market due to their advanced SerDes capabilities, which create significant competitive advantages [6][8][9] Summary by Sections SerDes Technology - SerDes (Serializer/Deserializer) is a critical technology for high-speed data transmission, allowing for efficient chip-to-chip communication with fewer connections [4] - The evolution of SerDes from earlier standards to current high-speed versions (e.g., 224Gbps) reflects its growing significance in various applications, including AI, high-performance computing, and networking [5][6] Market Leaders - Broadcom and Marvell capture 80% of the ASIC market profits, largely due to their expertise in SerDes technology, which provides a competitive edge in connection stability [6][8] - Broadcom's Tomahawk series exemplifies high-performance SerDes integration, with the upcoming Tomahawk 6 expected to push the boundaries of data center interconnectivity [6][8] - Marvell's advancements in SerDes, particularly for Chiplet designs, position it favorably in the server and storage controller markets [7][9] Competitive Landscape - Broadcom's AI revenue is projected to reach $25 billion in 2026, while Marvell aims for over $5 billion, indicating a significant market share disparity [7][9] - New entrants like MediaTek are emerging, leveraging their SerDes technology to secure contracts with major players like Google [8][9] GPU Manufacturers - NVIDIA and AMD are also enhancing their SerDes capabilities, with NVIDIA's NVLink technology evolving to support higher bandwidths essential for AI workloads [11][12] - AMD's strategy focuses on open standards like PCIe and CXL, contrasting with NVIDIA's proprietary approach, indicating a diverse competitive landscape [12][13] Emerging Companies - New companies such as Credo, Astera Labs, and Alphawave Semi are gaining traction in the high-speed interconnect market, driven by the demand for efficient SerDes solutions [14][15][16] - Credo's focus on analog front-end optimization and Astera Labs' intelligent connectivity solutions highlight innovative approaches to address signal integrity challenges in AI data centers [15][16] Industry Trends - The shift towards 448G SerDes technology is becoming a focal point for future developments in AI infrastructure, with companies like Marvell and NVIDIA leading the charge [21][23] - The transition to optical interconnects (CPO) is anticipated as a necessary evolution to meet the demands of high-speed data transmission, further emphasizing the critical role of SerDes technology [23][24] Conclusion - The article concludes that the AI computing revolution is fundamentally tied to advancements in high-speed interconnect technology, with SerDes being a key determinant of scalability in AI systems [26]

本文源自：金融界AI电报 周二，美国科技股七巨头指数涨0.36%，报195.68点。成分股英伟达收涨1.16%，Meta涨1.03%，亚马 逊、苹果、谷歌A、特斯拉至多涨0.39%，微软则收跌0.89%。此外，AMD收涨0.27%，台积电则收跌 0.46%，伯克希尔哈撒韦B类股跌0.62%，礼来跌0.70%。"超大"市值科技股指数跌0.07%，报372.20点。 除了特斯拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊之外，博通收跌0.92%，奈 飞跌1.40%，甲骨文跌1.43%，Salesforce跌1.95%，高通跌2.11%，Adobe跌2.59%。 ...

周二（3月10日），美国科技股七巨头（Magnificent 7）指数涨0.36%，报195.68点。成分股英伟达收涨 1.16%，Meta涨1.03%，亚马逊、苹果、谷歌A、特斯拉至多涨0.39%，微软则收跌0.89%。此外，AMD 收涨0.27%，台积电则收跌0.46%，伯克希尔哈撒韦B类股跌0.62%，礼来跌0.70%。"超大"市值科技股指 数跌0.07%，报372.20点。除了特斯拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊 之外，博通收跌0.92%，奈飞跌1.40%，甲骨文跌1.43%，Salesforce跌1.95%，高通跌2.11%，Adobe跌 2.59%。 来源：滚动播报 ...

Broadcom Inc. (NASDAQ:AVGO) is included among the 14 Stocks on the Verge of Becoming Dividend Aristocrats. RBC Capital Markets Lifts Broadcom (AVGO) Price Target, Points to Bullish FY27 Commentary On March 5, RBC Capital Markets raised its price recommendation on Broadcom Inc. (NASDAQ:AVGO) to $360 from $340. The firm reiterated a Sector Perform rating on the shares. The analyst said the company’s Q2 outlook looked solid. The commentary around FY27 was even more bullish, according to the research note. R ...