Market Cap first broke one trillion dollars! Broadcom surged over 22% at one point, reaching a historic high, with Wall Street's highest Call targeting $250.

$博通 (AVGO.US)$ 第四季度业绩实现超预期，但其到2027年定制人工智能芯片市场规模将高达900亿美元的指引似乎更让华尔街感到惊喜。

今日美股开盘，博通一度飙升逾22%，创下历史新高！市值首次突破1万亿美元大关。

Jefferies分析师Blayne Curtis在给投资者的一份报告中写道：“管理层透露客户有计划部署100万个XPU丛集，但这次电话会议的信心似乎更高。虽然可能要到明年下半年才会见到更多人工智能发展趋势，但相信市场会对博通重新提起兴趣。”

Curtis重申了其“买入”评级，并将目标价从205美元上调至225美元。

在电话财报会议上，博通首席执行官Hock Tan表示，预计2027年市场对定制款AI芯片的需求规模为600亿至900亿美元。

Curtis补充道，这600亿至900亿美元来自该公司的三个人工智能专用集成电路客户，其中包括谷歌和Meta，但如果该公司赢得另外两家超大规模公司微软和亚马逊的业务，这一数字可能会进一步上升。

摩根士丹利分析师Joseph Moore也上调了其目标价。

Moore在一份报告中写道：“与对谷歌转型的担忧相比，博通符合预期的季度业绩和前景可能是一种解脱，而长期的人工智能评论将增加长期的热情。预计在2025年期间，势头将从这里开始积聚。”Moore重申了其“增持”评级，并将目标价从180美元上调至233美元。

Evercore ISI分析师Mark Lipacis同样对这一指引表示了兴奋，并表示投资者可能“低估”了博通定制人工智能芯片的机会。

除了900亿美元的数字，Tan表示，人工智能生成的合成数据很可能是人类生成的数据的“乘数”，最终将进入大型语言模型，这表明科技行业甚至还没有接近大型语言模型的极限。

Lipacis补充道：“我们同意Hock在这个问题上的观点。”他重申了其“跑赢大盘”评级，并将目标价从201美元上调至250美元。

编辑/lambor

$Broadcom (AVGO.US)$ The fourth quarter performance exceeded expectations, but the guidance indicating that the customized AI Chip market size will reach $90 billion by 2027 seems to have surprised Wall Street even more.

Today, the US stock market opened, and Broadcom once surged over 22%, reaching a historic high! Its Market Cap has surpassed the 1 trillion dollar mark for the first time.

Jefferies Analyst Blayne Curtis wrote in a report to investors: "Management revealed that customers plan to deploy 1 million XPU clusters, but the confidence in this conference call seems to be higher. Although more trends in AI may not emerge until the second half of next year, it is believed that the market will regain interest in Broadcom."

Curtis reiterated his "Buy" rating and raised the Target Price from 205 dollars to 225 dollars.

In the earnings call, Broadcom CEO Hock Tan stated that the market demand for custom AI Chips is expected to be between 60 billion to 90 billion dollars by 2027.

Curtis added that the 60 billion to 90 billion dollars come from the company's three AI Chip clients, including Google and Meta, but if the company wins the business of two additional large-scale companies, Microsoft and Amazon, this number could further increase.

Morgan Stanley Analyst Joseph Moore also raised his Target Price.

In a report, Moore stated: "Compared to concerns about Google's transformation, Broadcom's expected quarterly performance and outlook may be a relief, while long-term AI comments will increase long-term enthusiasm. Momentum is expected to start building from here during the period up to 2025." Moore reiterated the "Shareholding" rating and raised the Target Price from $180 to $233.

Evercore ISI Analyst Mark Lipacis also expressed excitement about this guidance, stating that investors might "underestimate" the opportunities for Broadcom's custom AI Chips.

Aside from the $90 billion figure, Tan expressed that AI-generated synthetic data is likely a "multiplier" of human-generated data, which will ultimately feed into large language models, indicating that the Technology industry is not even close to the limits of large language models.

Lipacis added: "We agree with Hock's viewpoint on this matter." He reiterated the "Outperform" rating and raised the Target Price from $201 to $250.

Editor/lambor

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市值首破万亿美元！博通一度飙升逾22%，股价创历史新高，华尔街最高看涨至250美元

Market Cap first broke one trillion dollars! Broadcom surged over 22% at one point, reaching a historic high, with Wall Street's highest Call targeting $250.

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