AVGO 是一项值得关注的长期投资，受 AI 基础设施增长与现金创造能力驱动，但存在估值风险。
逐段跳播
第一个是博通的股票，代码为 AVGO。它是目前少数以折价交易的 AI 股票之一，而且这家公司不仅仅是一家 AI 公司。
The first is Broadcom's stock, which carries the symbol AVGO. It is one of the few AI stocks currently available at a discounted price, and it is a company that goes beyond simply being an AI company.
博通表示，全球超过 99% 的互联网流量都经过该公司的某种技术。博通远不止是一家 AI 芯片制造商。在人工智能之外，该公司建立在大量我们日常使用的技术之上，例如智能手机、Wi-Fi 网络、宽带互联网、存储、VMware 软件以及企业业务。
该公司还拥有用于大型机的软件、网络安全解决方案，以及工业和汽车领域的业务。
Broadcom says that more than 99 % of the world's internet traffic passes through some type of the company's technology. Broadcom is much more than just an AI chip manufacturer .
Outside of artificial intelligence, the company is based on a huge number of technologies that we use every day, such as smartphones, Wi-Fi networks, broadband internet , storage, VMware software, and enterprises.
The company also has software for mainframe computers, cybersecurity solutions , as well as businesses in the industrial and automotive sectors.
博通已成为人工智能热潮最大的受益者之一。其 AI 半导体收入在上个季度达到 167 亿美元，同比增长 221%，这得益于定制 AI 处理器和网络。
Broadcom has become one of the biggest beneficiaries of the artificial intelligence boom. Its revenue from AI semiconductors reached $16.7 billion in the last quarter, a 221% year-over-year increase, driven by custom AI processors and networks.
管理层预计这一增长将在下个季度加速至 217 亿美元，同比增长 236%。
The administration expects this growth to accelerate to $21.7 billion in the next quarter, a 236% year-over-year increase.
博通为你带来 AI 基础设施领域的巨大增长，同时它也是科技行业中现金流最强的公司之一，这就是为什么尽管存在估值风险，AVGO 股票仍是一项有意思的长期投资。
Broadcom gives you tremendous growth in AI infrastructure along with one of the strongest cash-generating companies in the technology sector, which is why AVGO stock remains an interesting long-term investment despite valuation risks.
这个频道对 $AVGO 的历次判断
Investing Simplified - Professor G 在这只股票上只有这一条判断。