AVGO已处于熊市区间，估值高企但报告了强劲增长；若市场回暖，股价有望反弹。
逐段跳播
在这份报告发布之前，AVGO的股票已经处于熊市区域。令人担忧的是，该股的估值仍然很高，但让我们看看一些数字。年收入增长86%，达到略高于295亿美元。半导体解决方案部门同比增长127%。
基础设施软件同比增长29%，达到87.5亿。然后我看了分配给人工智能的半导体收入。这对他们来说是一个主要的增长领域。本季度同比增长221%，达到167亿美元。他们还提高了未来的指引。
We were already in bear market territory for AVGO stock before this report. The concern is that valuations for the stock are still high, but let's look at some of the numbers. Annual revenue growth of 86% to just over $29.5 billion. The semiconductor solutions sector grew by 127% year-on-year. Infrastructure software rose 29% year-on-year to reach 8.75 billion. Then I looked at the semiconductor revenues allocated to artificial intelligence. This is a major area of growth for them. It jumped 221% year-on-year to reach $16.7 billion for this quarter. They also raised their guidelines for the future.
因此，鉴于高估值，我认为这对投资者来说是一个关键点：如果你不能达到所有数字并显著超出预期，股价可能会受到惩罚。
So, with the high valuations, I think this is one of the key things for investors: if you don't meet all the numbers and significantly exceed expectations, you could be penalized in the share price.
我认为投资者今天应该关注的一件事是，如果博通的股票实际上反弹，我不会感到惊讶。如果市场复苏，如果到收盘时我们看到博通处于上涨区域，我不会感到惊讶，因为这是一份不错的报告，也许只是当前季度的前瞻指引导致了这种影响。
One thing I think investors should be watching today is that I wouldn't be surprised if Broadcom's stock actually rebounded. If the market recovers, I wouldn't be surprised if we see Broadcom in positive territory by the end of the day, because this was a good report, perhaps only the forward guidance for the current quarter caused this effect.
这个频道对 $AVGO 的历次判断
Schwab Network 在这只股票上共 6 条判断，这里只列相邻的几条。