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都是佩洛西严选，哈哈哈毕竟 $Palo Alto Networks(PANW)$ Q2是绩后大涨的，相信博通也可以[吃瓜]，佩洛西手里还有明年6月到期的calls呢，半导体这周就看 $博通(AVGO)$ 了

博通CEO近日表示：预计大科技公司对人工智能的投资热潮将持续到2030年。基于和博通的合作，Google推出了自研ASIC芯片v6e，Meta也发布了自研ASIC芯片MITA。【“画饼”初期，你更看好博通or英伟达的股价涨势？博通股价还能否上$250？】

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