摩根大通:联发科定制AI芯片业务增长或延续至2028年后

【摩根大通:联发科定制AI芯片业务增长或延续至2028年后】金色财经报道,摩根大通表示,联发科(MediaTek)的定制AI芯片业务在2028年之后仍有望保持强劲增长。随着联发科在谷歌AI加速器项目中的参与度不断提升,尽管其他芯片设计合作伙伴之间的竞争日益加剧,该业务仍有望持续扩张。摩根大通认为,市场对于联发科在谷歌AI芯片供应链中地位的担忧被过度放大,并预计联发科未来几代芯片仍将是谷歌的重要合作伙伴。联发科在连接技术、互连技术以及系统级设计方面的能力,将为其持续参与相关项目提供支持。摩根大通上调了联发科2027年和2028年的盈利预期,同时将2027年6月目标价从5300新台币上调至5600新台币,理由是联发科定制AI芯片业务的长期增长前景更加乐观,且该业务有望带来更强的经营杠杆。(金十)()
热门交易所
排名 # 交易平台 24H成交额 成交涨跌幅 活跃度 交易平台 活跃度
1 $180.02亿 -11.24% 86.7% 86.7%
2 $26.84亿 0.44% 68.6% 68.6%
3 $406.21亿 -8% 85.4% 85.4%
4 $9.00亿 -15.04% 69.3% 69.3%
5 $110.78亿 -6.81% 65.3% 65.3%
6 $12.09亿 -8.3% 53.3% 53.3%
7 $2.06亿 18.94% 65.3% 65.3%
8 $7.32亿 -8.9% 68.4% 68.4%
9 $2.80亿 -20.92% 56.9% 56.9%
10 $71.30亿 0.5% 71.1% 71.1%
11 $4.36亿 5.25% 36.2% 36.2%
12 $3,093.52万 -18.4% 59.5% 59.5%
13 $216.37亿 -0.42% 31% 31%
14 $111.81亿 1.29% 76.2% 76.2%
15 $1.40亿 -9.42% 66.9% 66.9%
16 $109.67亿 -12.2% 55.2% 55.2%
17 $11.96亿 -6.56% 26% 26%
18 $16.49亿 26.77% 46.9% 46.9%
19 $1.07亿 -10.45% 31.5% 31.5%
20 $1,644.26万 -20.68% 58.2% 58.2%
今日行情
排名 # 币种 最新价 24H最高 24H最低 24H量 流通市值 24H涨跌幅 币种 最新价 24H涨跌幅
1 $ 77938.5 $7.92万 $7.77万 $4.21亿 $1.56兆 -0.94% -0.94%
2 $ 2453.18 $2,489.33 $2,437.31 $2.03亿 $2,960.83亿 0.19% 0.19%
3 $ 1.3664 $1.40 $1.36 $3,309.07万 $832.37亿 -0.55% -0.55%
4 $ 686.3 $694.70 $684.70 $513.44万 $935.84亿 -0.27% -0.27%
5 $ 1.0003 $1.00 $1.00 $3,274.13万 $707.36亿 0.01% 0.01%
6 $ 102.21 $105.00 $101.80 $9,141.94万 $579.06亿 -0.91% -0.91%
7 $ 0.3301 $0.34 $0.33 $558.72万 $312.66亿 -1.75% -1.75%
8 $ 0.08243 $0.08 $0.08 $1,425.84万 $138.67亿 -0.6% -0.6%
9 $ 245.47 $251.74 $243.67 $30.34万 $49.04亿 -1.07% -1.07%
10 $ 83.36 $85.37 $80.52 $3,178.94万 $282.88亿 2.54% 2.54%
11 $ 0.19705 $0.20 $0.19 $467.25万 $70.84亿 0.22% 0.22%
12 $ 77838.5 $7.91万 $7.78万 $1,271.02 $100.35亿 -0.54% -0.54%
13 $ 9.235 $9.70 $9.24 $1,814.84 $85.12亿 -3.73% -3.73%
15 $ 0.17571 $0.18 $0.17 $80.51万 $56.95亿 -0.67% -0.67%
16 $ 48.6 $49.16 $48.12 $233.41万 $37.28亿 -0.12% -0.12%
17 $ 0.07417 $0.08 $0.07 $26.81万 $31.74亿 -0.13% -0.13%
18 $ 843.21 $870.79 $817.13 $916.46万 $138.93亿 1.66% 1.66%
19 $ 7.225 $7.33 $7.14 $32.72万 $31.08亿 -0.11% -0.11%
20 $ 0.000005103 $0.00 $0.00 $20.79万 $30.07亿 0.8% 0.8%
21 $ 0.7209 $0.74 $0.71 $652.26万 $27.34亿 -0.22% -0.22%
22 $ 0.05602 $0.06 $0.06 $27.84万 $21.62亿 -0.69% -0.69%
23 $ 0.05711 $0.06 $0.06 $68.52万 $15.27亿 -0.73% -0.73%
24 $ 5.698 $5.92 $5.05 $1,080.45万 $36.19亿 10.36% 10.36%
25 $ 0.8567 $0.88 $0.82 $64.77万 $14.16亿 2.78% 2.78%
26 $ 0.538 $0.57 $0.54 $27.53万 $17.50亿 -5.33% -5.33%
27 $ 4378.64 $4,463.16 $4,372.16 $96.90万 $16.68亿 -1.36% -1.36%
28 $ 0.7003 $0.71 $0.69 $134.68万 $17.48亿 0.53% 0.53%
29 $ 125.42 $127.66 $122.37 $218.51万 $19.21亿 1.25% 1.25%
30 $ 0.0000016508 $0.00 $0.00 $6,471.56 $16.51亿 -0.11% -0.11%
31 $ 226.2 $233.28 $224.53 $137.51万 $23.90亿 -1.51% -1.51%
32 $ 111.39 $112.96 $110.65 $62.91万 $23.39亿 -0.92% -0.92%
33 $ 0.000003484 $0.00 $0.00 $611.28万 $14.66亿 -2.46% -2.46%
34 $ 7.266 $7.40 $7.20 $22.22万 $11.27亿 0.28% 0.28%
35 $ 1.923 $1.99 $1.83 $543.53万 $24.70亿 4.22% 4.22%
36 $ 2.397 $2.44 $2.38 $39.34万 $13.09亿 -0.7% -0.7%
37 $ 0.09123 $0.09 $0.09 $36.89万 $7.65亿 0.81% 0.81%
38 $ 0.3622 $0.38 $0.35 $405.37万 $9.80亿 0% 0%
39 $ 1.487 $1.51 $1.46 $3.96万 $7.24亿 0.26% 0.26%
40 $ 0.9991 $1.00 $1.00 $1,254.18万 $9.82亿 0.04% 0.04%
41 $ 0.15061 $0.15 $0.15 $340.01万 $11.99亿 -0.07% -0.07%
42 $ 0.9994 $1.00 $1.00 $2,538.07 $8.55亿 0.02% 0.02%
43 $ 0.02752 $0.03 $0.03 $61.89万 $7.46亿 0.29% 0.29%
44 $ 61.02 $62.77 $60.87 $6.05万 $7.37亿 0.01% 0.01%
45 $ 0.08921 $0.09 $0.08 $13.47万 $7.89亿 4.68% 4.68%
46 $ 0.006781 $0.01 $0.01 $189.85万 $5.61亿 5.68% 5.68%
47 $ 0.02762 $0.03 $0.03 $11.35万 $5.27亿 -1.46% -1.46%
48 $ 0.5338 $0.55 $0.52 $29.18万 $4.01亿 2.18% 2.18%

快讯

更多