AVGO股价在2027-2028年见顶,而利润峰值较晚(2028-2029年);股价领先于利润周期。
逐段跳播
博通,一家芯片公司,市值达到1.74万亿美元。
Broadcom, a chip company, has a market cap of $1.74 trillion.
现在,AMD和博通的利润将在2028年或2029年达到顶峰。与其他公司相比,这些公司还处于早期阶段。这些公司已经开始赚很多钱了,对吧?所以它们的利润也会很快达到最高水平。AMD、博通,这些公司的利润将在2028年或2029年达到顶峰,然后,这就是为什么我认为这些股票,我认为,都已经见顶或将在未来六个月内见顶,对吧?
对于这些公司,我认为它们的股价可能会在27年见顶,或者如果非常高的话,在28年见顶,因为它们的股价远在利润见顶之前就见顶了。
Now, AMD and Broadcom's profits will peak in 2028 or 2029. These companies are in the early stages compared to other companies. These are the companies that have already started making a lot of money, right? And so their profits will also reach their highest level quickly. AMD, Broadcom, these will peak in 2028 or 2029, and then, you know, that's why I think these stocks, I think, have all peaked or will peak in the next six months, right? And for these companies, I think their stock prices will probably peak in '27 or, if very high, in '28, because their stock prices peak long before profits peak.
博通也遭受了很多损失。
Broadcom also had a lot of losses.
博通,绝对不会。
Broadcom, absolutely not.
这个频道对 $AVGO 的历次判断
Financial Education 在这只股票上共 2 条判断,这里只列相邻的几条。