---
title: "《大行》花旗升博通目标价至 480 美元 AI 推动业绩胜预期"
description: "花旗研究报告指出，博通因 AI 需求强劲，业绩超预期。公司宣布 Anthropic 为其第 4 个 AI 客户，预期未来将有更多 AI 客户。尽管毛利率指引下调导致股价回落，但实际表现预计将优于指引，股价将复苏。花旗将博通 2026 及 2027 财年收入和每股盈利预测上调，并将目标价从 415 美元升至 480 美元，重申「买入」评级。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/269661740.md"
published_at: "2025-12-15T03:45:06.000Z"
---

# 《大行》花旗升博通目标价至 480 美元 AI 推动业绩胜预期

> 花旗研究报告指出，博通因 AI 需求强劲，业绩超预期。公司宣布 Anthropic 为其第 4 个 AI 客户，预期未来将有更多 AI 客户。尽管毛利率指引下调导致股价回落，但实际表现预计将优于指引，股价将复苏。花旗将博通 2026 及 2027 财年收入和每股盈利预测上调，并将目标价从 415 美元升至 480 美元，重申「买入」评级。

花旗研究报告指，博通 (AVGO.US) 业绩及指引均好过预期，主要因 AI 需求持续强劲，相关业务占 2025 财年销售额 32%。公司宣布 Anthropic 成为其第 4 个 AI 客户，该行预期公司未来将新增更多 AI 客户并带来进一步上行机会，而股价回落主要受毛利率指引下调影响，但预期随着实际表现将好过指引，股价将会复苏。

该行将博通 2026 财年收入及每股盈利预测上调至 961 亿美元及 10.48 美元，2027 财年预测上调至 1,480 亿美元及 16.09 美元；目标价由 415 美元升至 480 美元，重申「买入」评级。

### Related Stocks

- [AVGO.US - 博通](https://longbridge.com/zh-CN/quote/AVGO.US.md)

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