博通 (AVGO) 股价因与科技巨头建立主要人工智能合作伙伴关系而上涨 28%

博通四月份表现出色，是该公司上市以来表现最强劲的公司之一。 The semiconductor powerhouse has witnessed a remarkable 28% increase this month, positioning this rally as one of the top three monthly advances since Avago, as it was formerly known, completed its IPO in 2009. Broadcom Inc., AVGO By midday Thursday, AVGO was changing hands at approximately $397.78, reflecting a modest 0.3% intraday gain. The shares are now within striking distance of their all-time peak of $412.97, established in December 2025. The stock has now posted gains for eight straight sessions. Data from Dow Jones Market Data indicates this represents the company’s most extended positive streak since December 2023. The semiconductor industry broadly has provided favorable conditions. The VanEck Semiconductor ETF has advanced 19% throughout April, bouncing back from earlier weakness related to Middle East geopolitical uncertainty following coordinated U.S. and Israeli military operations against Iran.然而，博通通过战略业务发展产生了自己的动力。整个 4 月份，博通都透露了与谷歌、Meta 和人工智能公司 Anthropic 扩大且新的合作伙伴关系。 The Anthropic agreement alone encompasses 3.5 gigawatts of advanced compute infrastructure designed to support Anthropic’s Claude AI model development.华尔街对这些公告迅速做出反应。 Following the Google and Anthropic partnership revelations, UBS elevated its medium-term projections for Broadcom, now anticipating the company will deliver 7 million tensor processing unit (TPU) accelerators during 2027. This represents an upward revision from their previous 6 million unit forecast. UBS maintained its Buy rating on AVGO alongside a $475 price objective, suggesting the agreements position Broadcom as a central player in what analysts described as the “billion-dollar revenue story” surrounding AI infrastructure expansion.在 FactSet 监测的 54 名分析师中，有 51 名分析师给予博通“买入”评级或同等评级。 12 个月的共识价格目标为 465.55 美元，这意味着较目前的交易水平有约 17% 的潜在升值空间。 BofA Securities analyst Vivek Arya substantially revised his semiconductor sector outlook this month, elevating the 2026 revenue projection to $1.3 trillion.与四个月前发布的预测相比，这意味着增加了 3000 亿美元。 Arya 将 2026 年非内存半导体领域的增长预期从之前的 22% 上调至 25%。他认为人工智能数据中心基础设施需求是根本催化剂。博通被特别强调为上调行业预测的关键贡献者。该股四月份的表现使其在该公司交易历史上处于独一无二的地位。自 2009 年以来，只有另外两个月实现了更高的回报。如果目前的势头持续下去，这可能会在月底之前成为一项更重要的成就。截至周四交易时段，AVGO 的交易价格比历史收盘高点略低于 4%。