$博通(AVGO)$_老虎社区_美港股上老虎

$博通(AVGO)$ 博通有什么优势？AI芯片市场占有率连英伟达的10%都不到。Q4总营收140.5亿，2025年Q1指引总营收146亿，增长连4%都不到，AI收入Q4是37亿，2025年Q1指引38亿，增长还不到1%。再去看看2024年Q3到Q4，表现一样糟糕。

市值破万亿！博通绩后暴涨，下一个英伟达？

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

黑天鹅90度
02:20
黑天鹅90度
市场情绪不理性，错过NVDA的人愿意相信一个颠覆者

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":382980146336048,"tweetId":"382980146336048","gmtCreate":1734526049639,"gmtModify":1734526051207,"author":{"id":10000000000010490,"idStr":"10000000000010490","authorId":10000000000010490,"authorIdStr":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":32,"starInvestorFlag":false},"themes":[{"themeId":"f59bc20cb93f44298f2520346cb38a45","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"市值破万亿！博通绩后暴涨，下一个英伟达？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":f59bc20cb93f44298f2520346cb38a45}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/de71479acfadbf621abc6e586acd5b84"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 博通有什么优势？AI芯片市场占有率连英伟达的10%都不到。Q4总营收140.5亿，2025年Q1指引总营收146亿，增长连4%都不到，AI收入Q4是37亿，2025年Q1指引38亿，增长还不到1%。再去看看2024年Q3到Q4，表现一样糟糕。</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 博通有什么优势？AI芯片市场占有率连英伟达的10%都不到。Q4总营收140.5亿，2025年Q1指引总营收146亿，增长连4%都不到，AI收入Q4是37亿，2025年Q1指引38亿，增长还不到1%。再去看看2024年Q3到Q4，表现一样糟糕。</p></body></html>","text":"$博通(AVGO)$ 博通有什么优势？AI芯片市场占有率连英伟达的10%都不到。Q4总营收140.5亿，2025年Q1指引总营收146亿，增长连4%都不到，AI收入Q4是37亿，2025年Q1指引38亿，增长还不到1%。再去看看2024年Q3到Q4，表现一样糟糕。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/382980146336048","repostId":0,"isVote":1,"tweetType":1,"viewCount":1278,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":197,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":382991568847256,"commentId":"382991568847256","gmtCreate":1734546029678,"gmtModify":1734546033616,"authorId":3446158426289641,"author":{"id":3446158426289641,"idStr":"3446158426289641","authorId":3446158426289641,"name":"黑天鹅90度","avatar":"https://static.laohu8.com/23fdf51a514d478e43d83d182404967a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":382980146336048,"objectIdStr":"382980146336048","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"市场情绪不理性，错过NVDA的人愿意相信一个颠覆者","text":"市场情绪不理性，错过NVDA的人愿意相信一个颠覆者","html":"市场情绪不理性，错过NVDA的人愿意相信一个颠覆者","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/382980146336048"}