博通营收预测令部分投资者失望,凸显AI担忧

BlockBeats 消息,3 月 5 日,博通 (AVGO.O) 第二财季营收指引令投资者感到失望,表明其在人工智能计算领域的进展速度低于此前一些人的预期。

该公司第二财季(截至 5 月 3 日)的营收约为 220 亿美元,分析师此前平均预测为 205 亿美元,而一些预测值甚至超过了 220 亿美元。其股票在交易尾盘时几乎没有变化,此前该公司业绩公布后市场并未对此产生太大波动。

截至周三收盘,博通股价在 2026 年已下跌 8.3%。这种不温不火的反应反映了 2026 年人工智能公司所面临的极高门槛。投资者对人工智能领域的投资泡沫愈发担忧,就连英伟达上个月发布的巨额盈利报告也引发了股价下跌。(金十)

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