我首先推荐的是博通，股票代码为 AVGO。博通本周早些时候公布了财报。我记得是在周三公布的，数据非常惊人。本季度营收达到 296 亿美元，同比增长 86%。AI 半导体收入目前占总营收的 56%，该领域单独增长了 221%。
至于明年的预测，他们将其上调至 348 亿美元。这意味着总营收同比增长 93%，而 AI 芯片板块预计将再同比增长 236%。
The first name I will put forward is Broadcom, and the stock symbol is AVGO. Broadcom announced its earnings earlier this week. I think it was announced on Wednesday and the numbers were fantastical. Revenue reached $29.6 billion for the quarter, an increase of 86 % year-over-year. With AI semiconductor revenues now accounting for 56% of total revenues, this sector alone has grown by 221%. As for next year's projections, they raised them to $34.8 billion . This represents a 93% year- on-year increase in total revenue, and the AI chips segment is expected to rise by another 236% year-on-year.