Morgan Stanley published a research report stating that Broadcom's performance and outlook for the fourth quarter met expectations, with the market's enthusiasm for AI reaching a fever pitch, alleviating concerns about Google's transformation. Morgan Stanley indicated that Broadcom expects its three initial customers' Serviceable Available Market (SAM) to be between $60 billion and $90 billion by 2027. The firm maintains a 'Shareholding' rating for the group, raising the Target Price from $180 to $233.
大摩：上调博通目标价至233美元 维持“增持”评级
Morgan Stanley: Raises Broadcom's Target Price to $233 and maintains a 'Shareholding' rating.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.