Financial Education 对 $AVGO 的判断变化
2026-08-18
《Big market move has STARTED‼️》
AVGO作为NVDA的节省成本芯片替代方案，定位良好。
英伟达、苹果、微软、亚马逊、谷歌、McDougall、SpaceX、博通、Meta、特斯拉、Masla、美光，还有沃尔玛，对吧？就是那11家公司。
Nvidia, Apple, Mr. softy Microsoft, Amazing Zon, Google, McDougall, SpaceX, Broadcom, Meta, Tesla, Masla, Micron, and Walmart, right? Those 11 companies right there.
博通有点像我。他们可能是这些公司中定位最合理的股票，因为人们可能会把博通看作是一种可能节省芯片成本的玩法，对吧，而不是从英伟达购买最高端的产品。
Broadcom is kind of a me. They might be the most decently positioned story stock out of these bunch just because people might look at a Broadcom as that's a play on potentially saving money on chips, right, versus buying the highest end stuff from Nvidia.
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