摩根士丹利：博通是仅次于英伟达的AI赢家
2026-07-14 18:03:48
据CNBC报道，摩根士丹利在周二给客户的报告中称，市场担忧联发科（MediaTek）将大幅抢走博通（Broadcom）在谷歌TPU业务份额的说法被夸大，并重申对博通股票的“相当于买入”评级，目标价502美元。该行认为联发科参与属实但不具颠覆性，并预计博通长期仍将是TPU主要供应商，份额约80%。报道提到，博通股价周二上涨近3%，但较6月2日创纪录收盘高点481.57美元回落近22%；年初至今上涨约14%，落后于年内上涨近90%的iShares Semiconductor ETF。
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