06/08/2025, 03:03 PM UTC
博通：蓄势待发，即将再创新高Broadcom: Poised To Surge To New Highs
1、博通2025财年第二季度营收同比增长20%，AI驱动利润增长，重申“强力买入”评级；2、AI网络需求激增和数据中心投资推动半导体解决方案及基础设施软件业务增长；3、公司宣布100亿美元股票回购计划，现金流强劲支撑股东回报，财报后股价回调被视作低估买入机会。1. Broadcom reported strong Q2 2025 results with 20% YoY revenue growth and rising AI-driven profits, reinforcing a Strong Buy rating; 2. Surging AI networking demand and data center investments are driving growth across Semiconductor Solutions and Infrastructure Software divisions; 3. A $10 billion share buyback program, supported by robust free cash flow, enhances shareholder value, while the post-earnings stock dip presents a buying opportunity due to undervaluation.---
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