最新报道:Broadcom (AVGO) shares surged 8.49% in premarket trading after announcing a $10 billion AI infrastructure deal with an undisclosed customer, widely speculated to be OpenAI. CEO Hock Tan projected "significantly improved" AI revenue growth for fiscal 2026, with total ASIC revenue expected to reach $30 billion. The company also secured an increased CoWoS wafer allocation from TSMC, up 81% year-over-year. Tan extended his tenure through 2030, reinforcing investor confidence. Multiple banks raised price targets, with HSBC and Barclays setting $400. The stock has gained 102% over the past year.