Investing Simplified - Professor G 对 $AVGO 的判断变化

2026-09-19看涨
《🚨 Everyone Is Watching the Wrong Stock Market Warning》
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。

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.