Benzinga 对 $AVGO 的判断变化

频道资料 →本频道有 2 位标注的说话人:Lion、Timothy Horan (Oppenheimer)共 2 条
2026-09-03
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博通面临短期技术性疲软和疲软的指引,但在支撑位可能提供长期AI增长的潜在入场点。

第一个是博通,其股票代码为AVGO,周四盘前交易中下跌2.41%,此前该公司公布的2026财年第三季度财务业绩好于预期,但发布的第四季度指引疲软。

First one here is going to be Broadcom and the ticker on this one is AVGO and it was 2.41% lower in the pre-market on Thursday as it reported better than expected financial results for the third quarter of fiscal 2026 but issued weak guidance for the fourth quarter.

让我们开始讨论一些财报,我们将从博通开始。我知道这是大家可能最关注的一只股票。首先,如果我们看一下图表,老实说,它看起来处于一个不稳定的位置。

let's start talking about some of these earnings and we're going to start with Broadcom. I know this is the one that everybody uh is probably watching the most. First of all, if we take a look at the chart, kind of looks like a precarious position to be quite honest with you.

2026-09-02看涨
Broadcom Q3 FY26 Earnings Call | $AVGO | 🔴 WATCH LIVE
预计AVGO的AI半导体收入将在2027财年达到约1150亿美元,并在2028财年达到约2300亿美元,基于已锁定的供应和强劲的客户需求。

欢迎参加博通公司2026财年第三季度业绩电话会议。博通在收盘后发布了新闻稿和财务报表,详细说明了2026财年第三季度的财务业绩。

Welcome to the Broadcom Inc. third quarter 2026 results conference call. Broadcom distributed a press release and financial statements after the market closed detailing our financial performance for the third quarter of fiscal year 2026.

本季度表现卓越,收入、营业收入和自由现金流均创下历史新高。推动这一增长的是我们第三季度的人工智能半导体收入,同比增长221%,环比增长54%。

We have had an exceptional quarter, with revenue, operating income and free cash flow all exceeding previous records. The driving force behind this was our AI semiconductor revenue in the third quarter, which grew by 221%. On an annual basis and with a 54% increase on a quarterly basis.

这使得我们的合并收入达到296亿美元,同比增长86%。营业收入同比增长更快,达到92%,营业利润率达到创纪录的68%,反映了经营杠杆的强劲。第三季度的需求极高,而我们仍处于起步阶段。

This has resulted in our consolidated revenues reaching 29.6 billion, an increase of 86% year-on-year. Operating income grew at a faster rate of 92% year-on-year, with the operating margin reaching a record high of 68% of revenue, reflecting the strength of operating leverage. Demand in the third quarter was extremely high, and we are still only at the beginning.