博通押注AI半導體：料2028財年收入達2300億美元

Broadcom's guidance implies rapid scaling of AI semiconductor revenue (to $115B FY2027 and $230B FY2028) with supply secured and ~30GW of planned deployments across six XPU customers. This shifts the key risk from end-demand uncertainty to execution of infrastructure buildouts and delivery timelines. If management follows through on the AI roadmap, the narrative supports improved confidence in medium-term earnings visibility and sector sentiment.