AVGO 是顶尖的定制芯片设计商，需求与订单储备强劲，当前估值便宜，支撑看多逻辑。
逐段跳播
他们确实投票决定把 Broadcom 加入投资组合。这里还有一堆其他股票，但他们投票支持了 Broadcom，顺便说一句，我非常赞同。所以，我就着手买入了，我为投资组合购买了 Broadcom 的股票。
they did actually vote to add Broadcom to the portfolio. There was a bunch of other stocks here, but they voted for Broadcom, and I heavily agree with that, by the way. So, I did go ahead and add I purchased um Broadcom shares for the portfolio.
它们在发布财报之后，最近也跌得更多了。这其实是我专门做了一整期视频的一只股票，就是 Broadcom。而且我早就已经持有它了。我在我私人的较大投资组合里赚了非常多，因为我很久以前就买入了 Broadcom。
我很久以前就看到了这一切的到来，Broadcom 正在做的一切。
They've have also been falling more recently after um reporting earnings. And this is a stock I actually made a whole video about Broadcom. And I had already owned it. I I'm up a huge amount on my private larger portfolio because I had bought in a long time ago into Broadcom. I saw this coming like a long time ago, everything that Broadcom is doing.
但即便在今天，我认为这仍然是最稳健的公司之一。它大概是我会说的总体上最好的定制芯片设计商，我会说是全世界最适合合作的对象，考虑到他们所看到的所有需求、他们的订单储备、他们有多火热、盈利能力，而且当你看看今天的股价，再把它和他们的盈利对照起来，他们的估值便宜得难以置信。我认为它处于一个非常好的价值。
But even today, I think this is still like one of the most solid. It's probably the best I would say overall custom uh customuilt chip designer I I would say in the world to be partnering up with in terms of all the demand that they're seeing, their backlog, how on fire they are, the profitability, and when you look at the where the stock price is today and you match that up with their earnings, their valuation is incredibly cheap. I think it is um at a very good value.
然后我又在 Broadcom 上各投入了 10 美元。
And then I also spent $10 each on Broadcom.
Broadcom，毫无疑问，我们会加仓更多 Broadcom。
Broadcom, without a doubt, we're going to be adding more Broadcom.
这个频道对 $AVGO 的历次判断
Ale's World of Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。