博通股价上涨4.6%，受益于强劲的人工智能驱动的第一季度业绩，并提振了前景。 Broadcom shares rose 4.6% on strong AI-driven Q1 results and boosted outlook.

2026年3月9日,在AI芯片需求猛增驱动的强劲财政Q1结果之后,Broadcom股份上升4.6%,达到345.75美元。 Broadcom shares rose 4.6% to $345.75 on March 9, 2026, following strong fiscal Q1 results driven by surging AI chip demand. 该公司报告收入193.1亿美元,逐年增加29.5%,与AI有关的收入达到84亿美元,增加106,占销售总额的44%。 The company reported $19.31 billion in revenue, a 29.5% year-over-year increase, with AI-related revenue reaching $8.4 billion—up 106%—and accounting for 44% of total sales. Broadcom将其Q2收入指导提高到220亿美元,确认有100亿美元的股票回购,并在2028年之前与TSMC进行长期制造交易。 Broadcom raised its Q2 revenue guidance to $22 billion, confirmed a $10 billion share buyback, and secured long-term manufacturing deals with TSMC through 2028. Hock Tan公司预测AI芯片收入到2027年可能会超过1 000亿美元。 CEO Hock Tan projected AI chip revenue could exceed $100 billion by 2027. 尽管P/E比率很高,但股票的PEG比率为0.75,表明与增长相比估价过低,分析家维持了“机动购买”共识,平均价格目标为435.30美元。 Despite a high P/E ratio, the stock’s PEG ratio of 0.75 suggests undervaluation relative to growth, and analysts maintained a “Moderate Buy” consensus with an average price target of $435.30.