博通被低估（2028年个位数倍数）；上行空间取决于管理层明确长期AI吉瓦增长。
逐段跳播
我想那不就是博通财报的时候吗？我的意思是，那将是多么热闹的一天，是吧？所以那将是博通。等等，不。博通是周三收盘后。而且他们经常做的是举办PM活动。我们拭目以待。目前还没有时间表。
I think isn't that when Broadcom earnings are as well? I mean, that's going to be one heck of a catty rich day, huh? So that's going to be Broadcom. Wait, no. Broadcom is Wednesday after the close. And often what they do is they end up doing a PM event. We'll see. There's still no time frame on that.
回到股市。不是英伟达，而是博通，因为我们将获得财报。人们有时我想会忘记它的市值是1.7万亿美元，比Meta还高。你对这些数字及其含义有什么预期？
Back to the stock market. Not Nvidia, but Broadcom because we're going to get earnings. People sometimes I think forget it's a $ 1.7 trillion market value higher than metas for example. What are your expectations for those numbers and what they're going to mean?
我认为这个季度，甚至接下来的几个季度都无关紧要。我认为该股目前的交易价格可能是28年数据的个位数倍数，Hawk需要说——我们应该在直播结束前对博通做个分析，因为他们即将发布财报。
他们到2028年甚至更远将要服务的AI吉瓦，以便人们看到长期盈利能力的增长，而且增长巨大。我认为他需要做一个吉瓦漫步，帮助人们了解长期增长率，然后股票才能有所表现。但我认为它非常便宜。
我认为你不应该低估Hock Tan。大约90天前他开了一次糟糕的会议。他连续两次开糟糕会议的可能性，我认为很小，但我们会看到。
I think the quarter uh and you know even the next few quarters mean nothing. I think that the stock is trading probably at a singledigit multiple on the 28 numbers and Hawk needs to say >> we should do an analysis on Broadcom uh before the live stream is over because they've got earnings coming up. the AI gigawatts that they're going to serve through 2028, maybe even beyond, so that people see the long-term earnings power is growing and growing huge. And I think that he needs to do a gigawatt walk sort of uh help people with the long-term growth rate and then the stock can work. But I think it's super cheap. I think you should not underestimate Hawk Tan. And he had a bad conference about 90 days ago. Chances of him having two in a row, I think, are slim, but we'll see.
博通财报明天发布。
Broadcom earnings coming up tomorrow.
他说在等什么
这个频道对 $AVGO 的历次判断
Meet Kevin 在这只股票上共 3 条判断，这里只列相邻的几条。