对 AVGO 而言，AI 发展放缓的担忧被夸大；CEO 确认需求强劲且持久，预计营收将增长至 1150 亿美元（FY27）和 2300 亿美元（FY28）。
逐段跳播
我们昨天谈到了 AI 担忧。它们重创了芯片股，但博通 CEO 说，别急。这里并没有崩。博通，股票代码 AVGO，其股价周二在盘前交易中走低，前一交易日下跌了 4.77%。
We talked about the AI fears yesterday. They hammered chip stocks, but the Broadcom CEO, he's finger wagon. Not so fast. It is not cracking here. Broadcom, ticker AVGO, their stock edged lower in Tuesday in their pre-market trading, falling 4.77% in the previous session.
风险偏好依然疲弱，NASDAQ 和 SNP 双双下跌。周一的下跌发生在主要人工智能公司的负责人以安全担忧为由呼吁放缓先进人工智能发展步伐之际。这场争论引发了人们的担忧，即人工智能发展放缓最终可能拖累对芯片和数据中心硬件的需求。
Risk appetite remained weak with NASDAQ SNP both down. Monday's decline came as leaders at major artificial intelligence companies called for a slower pace of advanced AI development over safety concerns.
The debate raised fears that slower AI development could eventually weigh on demand for chips and data center hardware.
不过，Broadcom 首席执行官 Hawktan 表示，这场争论并未改变这家芯片制造商对人工智能收入的长期展望。Tan 周一告诉 CNBC，对人工智能算力基础设施的需求“非常强劲且持久”，尤其是在推理方面。
Broadcom 预计人工智能半导体收入将在 2027 财年达到 1150 亿，并在 2028 财年翻倍至 2300 亿。
However, Broadcom CEO Hawktan said the debate has not changed the chipmaker's long-term AI revenue outlook. Tan told CNBC Monday that the demand for AI compute infrastructure remains quote very strong and durable end quote particularly for inference.
Broadcom expects AI semiconductor revenue to reach 115 billion in fiscal 2027 and double to 230 billion in fiscal 2028.
这番表态是在 Anthropic 首席执行官 Dario Emod 呼吁放缓前沿人工智能发展步伐之后作出的。预计 Anthropic 将在 2027 年成为 Broadcom 最大的定制芯片客户。
This comments followed Anthropic CEO Dario Emod's call for slower pace of Frontier AI development. Enthropic is expected to become Broadcom's largest custom chip customer in 2027.
我并不是想把话塞进 Hawkan 的嘴里。我不是想说一些他没说过的话，但请大家帮我做个常识检验。如果他们在谈论放缓，人工智能公司都在谈论放缓，而且有人担心这会导致一些供应这些的公司收入下滑，但这些公司却告诉你：“不，需求很好。
我们未来一年都没问题，也许连后年也没问题。我们要翻倍，继续增长。需求不会消失。”你会得出什么结论？在我看来，这看起来确实像是：一，他们实际上并没有放缓；二，即使他们真的放缓了，对这些公司也真的无关紧要。
告诉我你是怎么看待这件事的。在我看来，这完全是小题大做。
Okay, so I'm not trying to put words in Hawkan's mouth here. I'm not I'm not trying to say something that wasn't said here, but sanity check me on this group. If they're talking about slowing down, the AI companies are talking about slowing down.
And there are fears that this is going to lead to revenue declines in some of the companies that supply this, but those companies are telling you, "Nope, demand's good. We're good for the next year, maybe even the year after that.
Like, we're going to double, keep growing. Demand's not going anywhere." What conclusion do you reach? To me, it sure seems like a no, they're not actually slowing down, and b even if they did slow down, it would really not matter to these.
Let me know how how you uh kind of go through that. To me, this is much do about nothing.
这场争论周一严重拖累了人工智能股票。Broadcom 股价下跌约 4.8%，而 iShares 半导体 ETF（SOXX）下跌 5.6%。
The debate weighed heavily on AI stocks Monday. Broadcom shares fell about 4.8% while the isshare semiconductor ETF or SOXX dropped 5.6%.
Kan 也认同人工智能的发展确实需要保障措施。不过，他表示生成式人工智能可能创造巨大价值。他将其潜在影响比作工业革命。
Kan agreed that AI developments do need safeguards. However, he said generative AI could create huge value. He compared its potential impact to the industrial revolution.
Tan 的言论为有关人工智能发展放缓的担忧提供了一个看多的对立观点。尽管如此，Broadcom 股价周二仍承压，因投资者在权衡更广泛的避险环境。
Tan's comments provided a bullish counterpoint to concerns about slower AI development. Still, Broadcom shares remain under pressure Tuesday as investors weighed the broader riskoff environment.
在这种背景下，Broadcom 的技术面格局依然重要。该股目前交投于多条关键移动均线下方，这可能使其对大盘走弱更为敏感。这可不是闹着玩的。如果市场真的回暖，很可能很多这类股票也会随之回暖，即使某些东西实际上并不糟糕。
Against that backdrop, Broadcom's technical setup remains important. the stock is trading below several key moving averages which could make it more sensitive to broader market weakness.
Now that's not something to to joke around with. Um if the market does come back in it is quite possible that a lot of these stocks come in with it even if something is not actually bad there.
这个频道对 $AVGO 的历次判断
Benzinga 在这只股票上共 5 条判断，这里只列相邻的几条。