---
title: "《大行》花旗升博通目標價至 480 美元 AI 推動業績勝預期"
description: "花旗研究報告指出，博通因 AI 需求強勁，業績超預期。公司宣佈 Anthropic 為其第 4 個 AI 客户，預期未來將有更多 AI 客户。儘管毛利率指引下調導致股價回落，但實際表現預計將優於指引，股價將復甦。花旗將博通 2026 及 2027 財年收入和每股盈利預測上調，並將目標價從 415 美元升至 480 美元，重申「買入」評級。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/269661740.md"
published_at: "2025-12-15T03:45:06.000Z"
---

# 《大行》花旗升博通目標價至 480 美元 AI 推動業績勝預期

> 花旗研究報告指出，博通因 AI 需求強勁，業績超預期。公司宣佈 Anthropic 為其第 4 個 AI 客户，預期未來將有更多 AI 客户。儘管毛利率指引下調導致股價回落，但實際表現預計將優於指引，股價將復甦。花旗將博通 2026 及 2027 財年收入和每股盈利預測上調，並將目標價從 415 美元升至 480 美元，重申「買入」評級。

花旗研究報告指，博通 (AVGO.US) 業績及指引均好過預期，主要因 AI 需求持續強勁，相關業務佔 2025 財年銷售額 32%。公司宣佈 Anthropic 成為其第 4 個 AI 客户，該行預期公司未來將新增更多 AI 客户並帶來進一步上行機會，而股價回落主要受毛利率指引下調影響，但預期隨着實際表現將好過指引，股價將會復甦。

該行將博通 2026 財年收入及每股盈利預測上調至 961 億美元及 10.48 美元，2027 財年預測上調至 1,480 億美元及 16.09 美元；目標價由 415 美元升至 480 美元，重申「買入」評級。

### Related Stocks

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

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