对于博通的问题，我_老虎社区_美港股上老虎

对于博通的问题，我一直认为是之前涨的太好，现在必然回调，我们从博通的盈收和数据上看都是十分优秀，而市场不认可博通就是因为没有确定未来盈利的模式

12月12日周四美股盘后，博通发布了截至11月3日的公司第四财季财报，由于刚结束的财年AI收入同比增长220%达到122亿美元，且下一财季营收指引符合预期。周一博通涨势延续，收涨11.21%，刷新收盘历史高位至250美元，收盘市值1.17%。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。【你有上车博通吗？现在你更看好博通or英伟达？】

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