来源：市场资讯 与此同时，博通正积极拓展其在金融行业的影响力，宣布与劳埃德银行集团深化合作。这项新的多年协 议将使得劳埃德银行更多采用博通的基础设施软件组合，包括VMware Cloud Foundation和主机解决方 案。这一战略合作的深化，旨在加速劳埃德银行的数字化转型。 （来源：美股情报站） 在当前的市场环境下，投资者需谨慎应对技术性调整，但也应关注博通与大客户战略合作带来的长期潜 力。选择进入或继续持有博通股票的投资者，应密切关注其在云计算和基础设施软件领域的持续推进和 市场反馈。 近日，博通公司（AVGO）再度成为市场焦点，其股价于9月17日下跌3.84%，这是连续第二个交易日的 下跌，总跌幅达到4.92%。此轮股价调整主要受到半导体板块整体疲软的影响，当日费城半导体指数下 跌0.36%，导致芯片股普遍走低。但值得注意的是，博通年内已经实现了累计50.90%的涨幅，技术性回 调在所难免。 博通高管Luigi Freguia表示，VMware的加入强化了与劳埃德银行的合作关系，使其能够改造基础设 施，进一步巩固作为英国领先数字银行的地位。劳埃德银行的数字服务能力的提升，将为近2800万客户 和企业提 ...

Three years ago this month, inflation had climbed to highs not seen since the early ’80s. The Fed had pushed the funds rate to 3.25%, part of one of its fastest tightening cycles in decades. MarketsJoseph Jones is a professor at The University of Southern Mississippi. He focuses on portfolio construction from a dividend growth investment perspective. The insights expressed in his research are solely his own; they may not represent the views or financial interests of his employer.Analyst’s Disclosure:I/we ha ...

Broadcom Inc AVGO is no longer content to trail in NVIDIA Corp.'s NVDA shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.Track AVGO stock here.JPMorgan analyst Harlan Sur argues Broadcom's roadmap, from its next-gen 2nm chip innovation to rack-scale deployments, could vault the company into direct competition with the GPU leader.2nm Leapfrog: The XPU GambitAccording ...

Broadcom TodayAVGOBroadcom$345.39 -14.61 (-4.06%) 52-Week Range$138.10▼$374.23Dividend Yield0.68%P/E Ratio88.01Price Target$356.48Add to WatchlistLess than a week after providing a highly encouraging financial update that sent shares soaring, chip giant Broadcom NASDAQ: AVGO made another huge move. On Sept. 10, shares surged by approximately 9.8%, eclipsing the 9.4% up-move seen after Broadcom’s Sept. 4 earnings report.Get Broadcom alerts:This allowed Broadcom to close the day at nearly $370, its highest c ...

Broadcom (AVGO) is a global technology leader specializing in the design, development, and supply of semiconductor and infrastructure software solutions for diverse sectors, including data centers, networking, broadband, wireless, storage, and industrial markets. Broadcom has expanded its portfolio through strategic acquisitions such as VMware, positioning itself at the forefront of cloud computing, AI, and cybersecurity advancements. Headquartered in California, it was founded in 1991 and has expanded it ...

We came across a bullish thesis on Broadcom Inc. on X.com by Wiseman_Cap. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.'s share was trading at $359.63 as of September 11th. AVGO’s trailing and forward P/E were 92.21 and 39.53 respectively according to Yahoo Finance. Broadcom Inc. (AVGO)'s CEO Is "A Tough Guy," Says Jim Cramer electronics-6055226_1280 Broadcom’s Ethernet products, which are increasingly used to scale both up and out connectivity. Scale-up unit volumes are cu ...

We recently published 10 Stock News You Should Pay Attention To. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks to watch in September. Stephen Weiss, the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, said in a recent program on CNBC that Broadcom is expensive. However, he believes it’s a good “alternative” for people looking for “less advanced” chips. “I’m not worried about Nvidia given its growth rate. Sure, it’s expensive, but given its growth rate, the peg is not ove ...

智通财经APP获悉，周三，芯片股普遍走低，截至发稿，费城半导体指数跌0.36%，英伟达(NVDA.US) 跌超2.5%，博通(AVGO.US)跌超2.8%，英特尔(INTC.US)跌超1.1%，阿斯麦(ASML.US)跌0.64%，台积 电(TSM.US)微跌0.16%。 ...

报告行业投资评级 - 维持通信行业"增持"评级 [5][81] 报告核心观点 - 通信行业2025年H1整体营收稳健增长、盈利提速 以91家公司为样本 整体实现营收17850.03亿元（同比+10.07%） 归母净利润1604.32亿元（同比+11.26%） 扣非后归母净利润1490.23亿元（同比+13.04%）[2][8] - 2025年Q2通信行业盈利增速进一步提升 实现营收9424.83亿元（同比+10.91%） 归母净利润986.82亿元（同比+12.33%） 扣非后归母净利润912.62亿元（同比+12.94%）[11] - 光模块、通信PCB、网络设备商、物联网模组板块综合表现突出 营收和归母净利润同比增速均位列行业前五[14][15][16] - AI算力产业链继续加速发展 海外云厂商资本开支高增 2025Q2合计实现950亿美元（同比+82.96% 环比+32.05%） 科技巨头持续上调投资指引[22] 分板块业绩总结 光模块及器件板块 - 2025H1营收479.88亿元（同比+64.88%） 归母净利润108.76亿元（同比+111.99%） 毛利率34.97%（同比+2.18pct）[31] - 2025Q2营收274.24亿元（同比+66.77%） 归母净利润65.36亿元（同比+114.10%） 毛利率35.26%（同比+0.61pct）[31] - 新易盛营收同比+282.64% 归母净利润同比+355.68%；中际旭创营收同比+36.95% 归母净利润同比+69.40%；天孚通信营收同比+57.84% 归母净利润同比+37.46%[31] 通信PCB&CLL板块 - 2025H1营收572.49亿元（同比+37.66%） 归母净利润80.58亿元（同比+80.79%） 毛利率24.47%（同比+2.74pct）[36] - 2025Q2营收309.29亿元（同比+39.44%） 归母净利润46.70亿元（同比+78.42%） 毛利率25.00%（同比+1.12pct）[36] - 沪电股份营收同比+56.59% 归母净利润同比+47.50%；深南电路营收同比+25.63% 归母净利润同比+37.75%[36] 网络设备商板块 - 2025H1营收5071.11亿元（同比+28.86%） 归母净利润191.84亿元（同比+19.57%） 毛利率21.95%（同比-2.90pct）[40] - 2025Q2营收2825.79亿元（同比+30.51%） 归母净利润109.37亿元（同比+26.95%） 毛利率20.75%（同比-3.03pct）[40] - 工业富联营收同比+35.58% 归母净利润同比+38.61%；锐捷网络营收同比+31.84% 归母净利润同比+194.00%[40] IDC板块 - 2025H1营收166.18亿元（同比-9.66%） 归母净利润21.26亿元（同比-27.61%） 毛利率31.18%（同比+0.24pct）[46] - 2025Q2营收89.03亿元（同比-11.78%） 归母净利润10.17亿元（同比-34.33%） 毛利率31.00%（同比-0.76pct）[46] - 奥飞数据已投入运营自建自营数据中心总机柜数超过57000个 储备约60MW数据中心项目[47][49] 基础电信运营商板块 - 2025H1营收10133.93亿元（同比+0.33%） 归母净利润1136.01亿元（同比+5.14%） 毛利率29.79%（同比+0.57pct）[54] - 2025Q2营收5117.71亿元（同比-0.12%） 归母净利润715.00亿元（同比+6.08%） 毛利率32.36%（同比+5.19pct）[54] - 中国移动数字化转型收入1569亿元（同比+6.6%）；中国电信产业数字化收入749亿元 AIDC收入同比+7.4%；中国联通算网数智收入454亿元 占比提升至26%[55][56][57] 其他重点板块 - 物联网模组及方案板块2025H1营收202.30亿元（同比+24.50%） 归母净利润11.57亿元（同比+25.52%）[66] - 光纤光缆板块2025H1营收655.27亿元（同比+14.53%） 归母净利润33.93亿元（同比-0.37%）[73] - 通信芯片板块2025H1营收30.58亿元（同比+7.34%） 归母净利润-2.70亿元（同比+18.94%）[61] 海外AI产业链动态 - 甲骨文未实现履约义务达4550亿美元（同比+359%） 预计2026财年云基础设施收入达180亿美元（较2025财年增长77%）[25][26] - 博通FY25Q3 AI收入52亿美元（环比+19%） FY25Q4 AI收入指引62亿美元（环比+19%）[27] - Marvell将2028年数据中心TAM预期从750亿美元提升至940亿美元[27]

博通高管Luigi Freguia在一份声明中表示："随着VMware纳入我们现有的基础设施软件组合(其中包括我 们的主机解决方案)，博通与劳埃德银行的战略合作伙伴关系得到了加强。这推动了我们的目标，即赋 能劳埃德银行改造其基础设施，并巩固其作为英国最大数字银行的领导地位。" 此项合作预计将使劳埃德银行能够为其在英国的2800万客户和企业提供更快速、更可靠的数字服务。劳 埃德银行首席运营官Ron van Kemenade表示："升级我们的基础设施让我们能够持续为客户提供快速可 靠的数字银行服务，无论他们是进行支付、申请贷款还是查询余额。这意味着我们的客户今天就能获得 一流的服务，同时还拥有一个能够轻松扩展并支持未来新产品和创新的平台。" 博通(AVGO.US)扩大了与劳埃德银行(LYG.US)的合作，以帮助这家金融公司加速其数字化转型。根据 协议，劳埃德银行将更多地使用博通的基础设施软件组合，包括VMware Cloud Foundation和主机解决 方案。 ...