AI芯片业务前景乐观 大摩上调博通(AVGO.US)目标价至338美元

Core Viewpoint - Morgan Stanley analyst Joseph Moore raised the target price for Broadcom (AVGO.US) from $270 to $338, maintaining an "overweight" rating based on the company's position in the artificial intelligence (AI) semiconductor market [1] Company Summary - Morgan Stanley believes that Broadcom's long-term strong performance validates the market's enthusiasm for AI semiconductors [1] - The firm considers Broadcom to be one of the most uncontroversial companies in the AI market [1] - Morgan Stanley also increased the target prices for other AI semiconductor companies it covers [1] Stock Performance - As of Tuesday's market close, Broadcom shares rose by 2.94%, closing at $312.83 [1] - The stock has seen a cumulative increase of 36% this year [1]