说话者对AVGO感兴趣，因其估值和前景，但目前未持有仓位。
逐段跳播
博通怎么样？博通持平。
How about Broadcom? Broadcom's flat.
围绕博通前景的所有乐观情绪，对股价毫无帮助。该股下跌了5%。这是昨天的数据。高盛研究部门重申对博通的买入评级。在管理层指引营收翻倍、然后再翻倍之后，它们显得便宜。
A bit of all the optimism around Broadcom's outlook, which did nothing to help the stock. The stock's down 5%. This was from yesterday. Goldman's research size side reiterates a buy on Broadcom. They are cheap after management guided revenue double and then double again.
这来自高盛研究，他们认为博通在宣传Anthropic将成为多大的客户时，存在严重的收入集中风险，但这实际上可能成为问题，因为Anthropic和OpenAI是重要客户，如果代币出现降级，那么工作价格下跌的速度可能会超过计算建设所预期的速度。
this is coming from Goldman Research arguing that there's a major concentration of revenue where Broadcom is pitching how big of a customer uh Anthropic is going to be, but how that could actually end up being problematic because Anthropic and OpenAI are material customers and if there's a D-rating occurring in tokens, then you might end up seeing the price of work collapse faster than what the compute buildout has been uh expecting so to speak.
如果Anthropic能继续支付账单，那么博通看起来非常便宜。
If oh, Anthropic can keep paying its bills, then Broadcom looks really cheap.
对博通非常心动，但没有持有。
Very tempted by Broadcom but don't own it.
这个频道对 $AVGO 的历次判断
Meet Kevin 在这只股票上共 8 条判断，这里只列相邻的几条。