博通获摩根大通强力推荐，内部高管却套现近千万美元
2026-07-15 11:16:23
博通（Broadcom）股价当前约389美元，较52周高点仍低约21%。据BeInCrypto报道，摩根大通分析师Harlan Sur于6月17日给予该股“增持”评级，目标价580美元，认为市场低估了其在定制AI芯片领域的领先地位。7月8日，苹果宣布与博通达成超300亿美元芯片供应协议，进一步验证该看多逻辑。然而，同日博通首席法务官Mark Brazeal出售2.5万股，套现约948万美元，减持约10%。目前51位分析师中47人给予买入评级，但内部人士减持信号引发市场分歧。
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