值得注意的是，博通的AI相关收入同比大增220%，全年达到122亿美元。周四盘后交易时段，博通首席执行官陈福阳（Hock Tan）宣布，公司正与大型云计算客户合作开发定制AI芯片，消息一出推动股价飙升。Broadcom's stock price closed up over 24% on Friday, and its Market Cap first surpassed one trillion dollars, setting a record for the company's best daily performance.
According to Zhichuang Finance APP, Broadcom (AVGO.US) closed up over 24% on Friday, with its Market Cap first exceeding one trillion dollars, achieving the company's best daily performance. This milestone is attributed to Broadcom's fourth-quarter Earnings Reports, which exceeded Wall Street's expectations and showed strong growth in AI revenue.
In the fourth quarter, Broadcom achieved revenue of $14.05 billion, a year-on-year increase of 51%, slightly below the Analyst's expectation of $14.09 billion. Among them, the Semiconductors Solutions segment (including AI Chip) saw revenue grow by 12%, reaching $8.23 billion, compared to $8.03 billion in the same period last year.
It is worth noting that Broadcom's AI-related income increased by 220% year-on-year, reaching $12.2 billion for the year. During Thursday's after-hours Trade, Broadcom CEO Hock Tan announced that the company is collaborating with major Cloud Computing customers to develop customized AI chips, and the news drove stock prices soaring.
Broadcom's Net income for the quarter was $4.32 billion, or EPS of $0.90, an increase of 23% compared to $3.52 billion (EPS of $0.83) in the same period last year.
Bernstein's Analyst stated in a report on Friday that despite a tense market sentiment before the Earnings Reports were released, Broadcom's performance was satisfactory, and there is confidence in the management's short- and long-term vision for the AI Business. The Analyst raised Broadcom's Target Price from $195 to $250 and humorously mentioned that Hock Tan might follow NVIDIA (NVDA.US) CEO Jensen Huang's iconic jacket style.
Analysts at Bank of America reaffirmed their 'Buy' rating on Broadcom, partly due to the company's enormous potential in the AI field. They pointed out that Broadcom currently dominates the customized chip market but also reminded investors to be cautious of intense competition with NVIDIA in the commercial silicon and enterprise customer sectors.
Morgan Stanley's analysts believe that Broadcom's comments on AI will further enhance the market's optimism about its long-term prospects. They predict that in the next two to three years, Broadcom will continue to be one of the "most attractive choices" for investing in AI Semiconductors.
Analysts generally believe that Broadcom's recent performance has alleviated market concerns about its short-term performance, while the company's long-term plans for AI Chips have further excited investors. As Morgan Stanley's analysts stated, "The AI story is truly coming together, and this enthusiasm has reached unprecedented heights."