$博通(AVGO)$_老虎社区_美港股上老虎

OptionPlus
06-17

$博通(AVGO)$ 上周趁回调做了AVGO的sell put，AVGO过去每一次突破平台都有一波30%的涨幅。公司上调了全年的指引，芯片厂明年的需求基本下半年就落实了，最近都要开始算单子了，公司这时候就上调guidance说明很有信心。这次又赶着拆股，肯定还能新高。

我算了一下，如果是1万亿市值，对应$2148每股。我觉得如果明年的单子都确定，万亿可期。

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