$博通(AVGO)$_老虎社区_美港股上老虎

$博通(AVGO)$ 博通和特斯拉这俩真够狠的，博通现在的定制芯片正在被市场计入价格，跟英伟达那种通用芯片形成跷跷板效应，会抢英伟达一部分市场份额，但对英伟达来说影响不会太大。博通的后市预期看起来可能会挺高的。

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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