博通公司：AI 动能增强；业绩可见度与利润率提升

March 5, 2026 11:32 AM GMT Broadcom Inc. | North America AI Momentum Builds; Visibility and Margins Improve | What's Changed | | | | --- | --- | --- | | Broadcom Inc. (AVGO.O) | From | To | | Price Target | $462.00 | $470.00 | Reaction to earnings Strengthens our thesis Modest upside Meaningful revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Semiconductors | United States of America The quarter was ...