Key Takeaways Top-ranked Broadcom was returned from the Zacks Artificial Intelligence screen. Zacks has 30 Thematic Screens available, covering all sides of the market. Broadcom is on deck to report quarterly results this week. Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.Let’s take a closer look at the Artif ...

美股上涨 6月3日晚间，美股开盘后的前30分钟内，三大指数一度震荡，随后集体上扬。截至发稿，道指涨150 点，纳指涨约0.8%，标普500指数涨约0.5%。 消息面上，美国职位空缺意外增加，缓解了人们对经济风险（源于特朗普总统的关税战）下股市涨势过 快的担忧。 美国劳工部周二公布的数据显示，美国4月职位空缺意外增加，增幅较为广泛，同时招聘活动有所回 升，表明尽管经济不确定性上升，对劳动力的需求依然保持强劲。 根据劳工统计局数据，4月可用职位数量从经修正的3月的720万个上升至739万个，超出经济学家预期的 710万个。 【导读】美股上扬，美联储官员预计今年降息一次 中国基金报记者 泰勒 大家好，今晚继续关注下海外市场的消息。 职位空缺的增加，加上持续的招聘和低失业率，支持了美联储关于劳动力市场"状况良好"的判断。然 而，失业者重新就业所需的时间在拉长，经济学家预计，随着特朗普的关税措施持续施压，未来几个月 劳动力市场将出现更明显的疲软。 到目前为止，这种疲软尚未体现在数据中，这也支持了美联储目前维持利率不变的政策立场。政策制定 者和经济预测人士将密切关注本周五即将发布的5月就业报告，以判断劳动力市场是否有放缓 ...

博通股价创历史高位，一度上涨2.3%。 ...

博通推出旨在提高人工智能芯片性能的新设备。（彭博） ...

智通财经6月3日电，博通推出了旨在提高人工智能芯片性能的新设备。 ...

Core Insights - Broadcom Inc. has launched the Tomahawk 6 switch series, which features the world's first 102.4 Terabits/sec switching capacity in a single chip, doubling the bandwidth of existing Ethernet switches [1][2] - The Tomahawk 6 is designed to support the next generation of scale-up and scale-out AI networks, offering energy efficiency and AI-optimized features [1][2] - The demand for Tomahawk 6 from customers and partners has been unprecedented, indicating a significant market opportunity for Broadcom [2] Product Features - Tomahawk 6 includes support for 100G/200G SerDes and co-packaged optics (CPO), providing flexibility and efficiency for AI clusters with over one million XPUs [1][3] - The switch offers advanced routing features, including Cognitive Routing 2.0, which enables global load balancing and adaptive flow control tailored for modern AI workloads [5][11] - It supports both scale-up and scale-out networking, allowing operators to utilize a unified technology stack across their AI infrastructure [6][11] Market Impact - The introduction of Tomahawk 6 is expected to alleviate network bottlenecks as AI clusters scale from tens to thousands of accelerators, providing a clear path for hyperscalers to enhance their AI infrastructure [2][7] - Multiple deployments are planned with over 100,000 XPUs using Tomahawk 6, highlighting its significance in the AI networking landscape [7] - Broadcom's commitment to open standards through the Scale Up Ethernet (SUE) Framework aims to foster an open ecosystem for AI infrastructure [9][10] Industry Collaboration - Broadcom is collaborating with various industry leaders, including AMD and Arista Networks, to enhance AI infrastructure capabilities using Tomahawk 6 [18][19] - The switch is compliant with Ultra Ethernet Consortium specifications, ensuring compatibility with modern AI transports and network topologies [11][22] - Industry analysts recognize Tomahawk 6 as a game changer for hyperscale data centers, enabling the development of scalable and efficient AI networking solutions [23][24]

Core Viewpoint - Broadcom is expected to report strong earnings on June 5, 2025, with projected earnings of $1.57 per share and sales of $14.97 billion, reflecting significant year-over-year growth driven by AI-related products and custom ASIC sales [2][3]. Financial Performance - Broadcom has a market capitalization of $1.1 trillion and generated $55 billion in revenue over the last twelve months, with operating profits of $19 billion and net income of $10 billion [3]. Historical Earnings Reaction - Historically, Broadcom's stock has reacted positively to earnings announcements, with a positive one-day return in 80% of instances over the past five years, showing a median gain of 2.9% and a maximum one-day increase of 24.4% [1][7]. - In the last three years, the percentage of positive one-day returns decreased to 73%, with a median of 2.9% for positive returns and -6.2% for negative returns [7]. Trading Strategies - Event-driven traders can benefit from understanding historical patterns, including correlations between short-term and medium-term returns post-earnings [5][6]. - Pre-earnings positioning can be analyzed based on historical probabilities, while post-earnings positioning can leverage correlations between immediate and medium-term returns [6].

摩根大通(小摩)最新发布的研报显示，博通(AVGO.US)凭借其在人工智能(AI)ASIC和网络半导体市场的 主导地位，正蓄势待发，有望在2025财年实现高达190亿至200亿美元的AI业务收入，同比增长60%以 上，与公司设定的三年服务可用市场(SAM)复合年增长率(CAGR)60%-65%目标一致。截至2025年6月2 日，博通股价为248.71美元，小摩给出12个月目标价250美元，维持"增持"评级。 博通的AI业务增长主要得益于其新一代产品的推出。例如，谷歌TPUv63nm ASIC项目已开始量产，每 个封装包含两个3nm计算芯片和八个堆叠的HBM3e芯片，成为全球最强大的定制AI XPU之一。小摩预 计，仅这一项目在博通的生命周期总收入将超过150亿美元，并将在2025年下半年至2026年上半年逐步 贡献收入。 此外，博通还计划在2025年下半年推出下一代Tomahawk63nm交换芯片，这将进一步巩固其在高性能以 太网交换芯片市场的领先地位，该市场目前由博通主导，占有80%以上的市场份额。Tomahawk6芯片支 持102Tbps的交换吞吐量和200Gbps SERDES，是目前全球性能最高的网络 ...

芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | BEL FUSE | 0685T3000-01 | 50K | | ADI | ADXRS453BEYZ-RL | 500个 | | ADI | AD9254BCPZ-150 | 500个 | | 英飞凌 | IPLU300N04S41R1 | 4K 2年内 | 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | TI | TPS78230DRVR | 15k | 24+ | | TI | TLV70218DBVR | 12000pcs | 24+ | | 博通 | BCM5338MKQMG | 165pcs | 12+及 | | | | | 11+ | | TI | BQ25890RTWR | 3k | 22+ | ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Bentley Systems, Incorporated (BSY) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Bentley Systems, Incorporated is one of 607 individual stocks in the Computer and Technology sector. Collectively, these compani ...