同样是ASIC芯片，_老虎社区_美港股上老虎

同样是ASIC芯片，大家是选行业老大 $博通(AVGO)$ 还是老二 $迈威尔科技(MRVL)$ ？选的理由是啥？

我个人看，老大博通市值已经挺大了，再往上成长的空间有限，而老二迈威尔虽然抢市场有难度，但成长性更强。

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？】

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。

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