$博通(AVGO)$_老虎社区_美港股上老虎

$博通(AVGO)$ AVGO的CEO真能吹，三个AI ASIC客户里头，字节跳动随时可能被美国政府给禁了，实际上就两个ASIC客户，他还吹说两年后AI收入能到900亿。关键是还真有人信，市盈率那么高。[暗中观察][暗中观察]

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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Appler
12-18 23:07
Appler
这货是假网红吗？

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