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![In a brightly lit indoor setting, likely a press conference room, two uniformed police officers flank a man in a plain brown t-shirt. The officers, wearing blue shirts with epaulets and badges, have a firm but neutral grip on the man's shoulders, directing him towards the cameras. The man [image uploaded] with short dark hair, is smiling subtly and maintaining eye contact with the lens.
Stretching across the foreground is a white-draped table, upon which a diverse collection of women's underwear is meticulously displayed. There are dozens of pairs in various colors, patterns, and styles, including solid hues of red, blue, pink, and black, as well as leopard print and other designs. Several microphones with news station logos are placed among the undergarments, pointing towards the man and officers.
Behind the table, a throng of journalists and photographers are actively documenting the event. Many are holding professional video cameras with large lenses and attached lights, while others are using DSLR cameras with flash attachments, and some are capturing footage with their smartphones. The room is illuminated by rectangular fluorescent light panels on the ceiling, casting an even glow. The overall atmosphere suggests a formal public presentation, possibly a police press briefing or an arrest announcement.](https://ssfuture.shop/wp-content/uploads/ai_gen_1764968297-300x300.png)
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![An intense, close-up portrait set in a smoky, underground jazz club or speakeasy. The subject is the 'Boss' of an information network, hiding in plain sight. The scene is dark, defined by heavy shadows and cigarette smoke swirling in the air. A single spotlight hits the subject from the side, creating a classic 'Rembrandt triangle' on the cheek of [exactly face uploaded image 100%]. He wears a sharp, pinstripe suit with a silk tie, loosened at the collar. He holds a glass of amber whiskey, the condensation rendered in 8K detail. The camera uses a macro 100mm lens, focusing entirely on the eyes and the texture of the skin, blurring out the background patrons into abstract shapes. The mood is conspiratorial, sophisticated, and deeply atmospheric.](https://ssfuture.shop/wp-content/uploads/ai_gen_1765226089-300x201.png)
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博通因預測AI晶片需求激增而股價飆升
博通（NASDAQ:AVGO）的股價在周五大漲14%，該晶片製造商的市值逼近1萬億美元，因為它預測未來幾年對其定制AI晶片的需求將持續上升。
根據盤前交易的股價變動，該公司將有望在其8430億美元的市值上增加約1200億美元，並且它在周四的預測中顯示，第一季度的收入將超過華爾街的預期。競爭對手馬維爾（NASDAQ:MRVL）科技的股價也上漲了5.3%。
博通已成為大型科技公司尋求減少對價格昂貴且供應受限的AI處理器的依賴的首選供應商，這些處理器主要由市場領導者英偉達（NASDAQ:NVDA）生產。這一策略使博通的股價今年迄今已上漲超過62%。
博通首席執行官韓克·譚（Hock Tan）在周四表示，他預計AI市場在2027財年將帶來600億至900億美元的收入機會，並透露博通已經贏得了兩個主要的超大規模客戶，這指的是大型雲計算公司。
該公司表示，在2024財年可服務的AI總收入（介於150億至200億美元之間）中，它已經佔據了超過120億美元的份額，這包括其定制的AI晶片以及數據中心使用的網絡設備。
TD Cowen的分析師估計，將這一約70%的市場份額推算到2027財年，將意味著AI收入將超過500億美元。
分析師表示，600億至900億美元的收入機會“難以證明或駁斥，但潛力巨大”。
至少16家經紀商提高了對博通股價的預測，根據LSEG的數據，媒介預測已上調至210美元，這相比該股的最新收盤價上漲了16%。
博通的12個月前瞻市盈率為29.8，而英偉達和馬維爾的市盈率分別為31.03和41.14。
Bernstein的分析師斯泰西·拉斯根（Stacy Rasgon）表示：“他們不遺餘力地給投資者提供了夢想的理由，描繪了一幅三年後可能達到600億至900億美元AI收入的前景，還有更多潛在客戶目前正在洽談。”
拉斯根補充道：“AI的故事似乎真的在發展，也許韓克應該考慮購買一件皮夾克，”這是對英偉達首席執行官黃仁勳（Jensen Huang）的標誌性風格的調侃。
在當前的市場環境中，博通的強勁表現不僅反映了AI技術的迅速發展，也突顯了市場對於降低對單一供應商依賴的需求。隨著科技公司對自家定制晶片的需求增長，博通的商業模式顯然是成功的，但也需要警惕市場競爭的加劇，尤其是來自其他晶片廠商的挑戰。這一切都顯示出，未來幾年AI市場仍將是投資者關注的焦點。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
