博通AI热潮受软件业务疲软和投资者疑虑拖累

关键事实

1Broadcom more than doubled its AI revenue during the most recent quarter and beat both top and bottom-line expectations.

2Broadcom released forward guidance that came in well ahead of consensus estimates.

3JD.com shares are down 75% over the past five years despite the company reporting strength in its core business unit.

博通公司 (AVGO) 公布第一季度营收为193.1亿美元，同比增长29.4%，同时将其第二季度营收指引上调至强劲的220亿美元。尽管AI芯片销售额预计将飙升140%，达到107亿美元，但该公司的软件业务目前表现不佳，对整体业绩构成重大拖累。尽管预测强劲，且预计调整后的EBITDA利润率将达到68%，博通仍难以凭借其最新指引打动投资者。这反映了更广泛的市场趋势，与英伟达近期出现的模式相似，即即便出色的预测也未能推动股价大幅上涨，因为市场预期已达到顶峰。这些最新情况凸显了AI驱动的增长与博通多元化业务组合内部运营挑战之间日益扩大的脱节。

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