adfs
03-05
$博通(AVGO)$
财前竞猜，博通是做半导体有线和无线通信的公司，这一次第四季度的财报应该符合预期而不超过两倍预期，但同样做半导体的英伟达已经能够超出预期两倍多，对比之下有可能导致股价的下跌
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adfs
03-08
adfs
博通主要提供的是ai的网络通信组件，所以属于ai"卖铲人"，整个财报中半导体销售额不及预期，软件销售覆盖了这部分损失才导致最终符合预期，所以财报整体感觉一般，而因为收购了vmware近期要对其重组，所以不发季度预测数据，这个操作让我不是很看好，因此这个股票我观望
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