泡沫剧_老虎社区_美港股上老虎

泡沫剧

Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside

Broadcom's stock bucks Friday's tech-sector declines as a Jefferies analyst highlights rosy pricing and earnings-growth opportunities. Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025.Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is "uniquely positioned with AI ASICs rapidly growing in complexity and volumes," Curtis explained.Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend "benefits the higher-end ASIC partners," including Marvell Technology Inc. and Broadcom.See more: Broadcom is having its own 'Nvidia moment' as stock swells further. Average selling prices can move m

Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside

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。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":384049725214952,"tweetId":"384049725214952","gmtCreate":1734792556303,"gmtModify":1734792558626,"author":{"id":3570605047103152,"idStr":"3570605047103152","authorId":3570605047103152,"authorIdStr":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>泡沫剧</p></body></html>","htmlText":"<html><head></head><body><p>泡沫剧</p></body></html>","text":"泡沫剧","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/384049725214952","repostId":2493231731,"repostType":2,"repost":{"id":"2493231731","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1734780300,"share":"https://www.laohu8.com/m/news/2493231731?lang=&edition=full","pubTime":"2024-12-21 19:25","market":"us","language":"en","title":"Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2493231731","media":"Dow Jones","summary":"Broadcom's stock bucks Friday's tech-sector declines as a Jefferies analyst highlights rosy pricing and earnings-growth opportunities. Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025.Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained.Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc.  and Broadcom.See more: Broadcom is having its own 'Nvidia moment' as stock swells further. Average selling prices can move m","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Broadcom's stock bucks Friday's tech-sector declines as a Jefferies analyst highlights rosy pricing and earnings-growth opportunities \n</p>\n<p>\n     Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025. \n</p>\n<p>\n     Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained. \n</p>\n<p>\n     Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> and Broadcom. \n</p>\n<p>\n     See more: Broadcom is having its own 'Nvidia moment' as stock swells further \n</p>\n<p>\n     Average selling prices can move meaningfully higher as these offerings get more complex, he noted. They currently stand at less than $5,000 but could get to \"tens of thousands of dollars per unit\" on the heels of a dramatic expansion in total compute die area. \n</p>\n<p>\n     Broadcom recently outlined a $60 billion to $90 billion serviceable addressable market in AI for 2027 based on three customers building big clusters, with room for that to grow depending on what two other pre-production customers do. \n</p>\n<p>\n     \"The key point here is the complexity of these ASICs is skyrocketing with the chips pushing the limits of computing area, memory density and connectivity,\" Curtis wrote. \n</p>\n<p>\n     While he models $10.11 in earnings per share for Broadcom in calendar 2027, he sees the potential for that figure to be north of $12 if Broadcom \"can achieve even the low end\" of its serviceable-addressable-market target. \n</p>\n<p>\n     Curtis lifted his price target on Broadcom shares to $300 from $225, with the new target about 37% above Thursday's close of $218.32. He has a buy rating on the stock, which is bucking the technology sector's selloff Friday, up more than 1%. \n</p>\n<p>\n     Don't miss: Nvidia's stock may have lost its luster, but the rest of tech can still shine \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 21, 2024 06:25 ET (11:25 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-21 19:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Broadcom's stock bucks Friday's tech-sector declines as a Jefferies analyst highlights rosy pricing and earnings-growth opportunities \n</p>\n<p>\n     Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025. \n</p>\n<p>\n     Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained. \n</p>\n<p>\n     Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> and Broadcom. \n</p>\n<p>\n     See more: Broadcom is having its own 'Nvidia moment' as stock swells further \n</p>\n<p>\n     Average selling prices can move meaningfully higher as these offerings get more complex, he noted. They currently stand at less than $5,000 but could get to \"tens of thousands of dollars per unit\" on the heels of a dramatic expansion in total compute die area. \n</p>\n<p>\n     Broadcom recently outlined a $60 billion to $90 billion serviceable addressable market in AI for 2027 based on three customers building big clusters, with room for that to grow depending on what two other pre-production customers do. \n</p>\n<p>\n     \"The key point here is the complexity of these ASICs is skyrocketing with the chips pushing the limits of computing area, memory density and connectivity,\" Curtis wrote. \n</p>\n<p>\n     While he models $10.11 in earnings per share for Broadcom in calendar 2027, he sees the potential for that figure to be north of $12 if Broadcom \"can achieve even the low end\" of its serviceable-addressable-market target. \n</p>\n<p>\n     Curtis lifted his price target on Broadcom shares to $300 from $225, with the new target about 37% above Thursday's close of $218.32. He has a buy rating on the stock, which is bucking the technology sector's selloff Friday, up more than 1%. \n</p>\n<p>\n     Don't miss: Nvidia's stock may have lost its luster, but the rest of tech can still shine \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 21, 2024 06:25 ET (11:25 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS.UK":"LS -1X NVIDIA","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","MRVL":"迈威尔科技","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","AVGO":"博通","3NVD.UK":"LS 3X NVIDIA","NVD3.UK":"LS 3X NVIDIA","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","AVGOP":"BROADCOM INC PFD SER A 22","SNVD.UK":"LS -1X NVIDIA","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","2NVD.UK":"2X NVIDIA ETP","LU0823414478.USD":"法巴经典能源转换基金","NVDA":"英伟达","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4585":"ETF&股票定投概念","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDU":"Direxion Daily NVDA Bull 2X Shares","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","BK4515":"5G概念","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","NVD2.UK":"2X NVIDIA ETP","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2493231731","content_text":"MW Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside\n\n\n  By Emily Bary \n\n\n     Broadcom's stock bucks Friday's tech-sector declines as a Jefferies analyst highlights rosy pricing and earnings-growth opportunities \n\n\n     Broadcom Inc. could follow up its blockbuster 2024 with another big year of stock gains, according to an analyst who sees the name as his top pick within the chip sector heading into 2025. \n\n\n     Jefferies analyst Blayne Curtis is highly upbeat about Broadcom's AVGO ability to see more momentum with its application-specific integrated circuits, which are playing an increasing role in the artificial-intelligence landscape. Broadcom is \"uniquely positioned with AI ASICs rapidly growing in complexity and volumes,\" Curtis explained. \n\n\n     Whereas investors once thought ASICs would mostly find use in inference applications, now they're being used more for training. That trend \"benefits the higher-end ASIC partners,\" including Marvell Technology Inc. $(MRVL)$ and Broadcom. \n\n\n     See more: Broadcom is having its own 'Nvidia moment' as stock swells further \n\n\n     Average selling prices can move meaningfully higher as these offerings get more complex, he noted. They currently stand at less than $5,000 but could get to \"tens of thousands of dollars per unit\" on the heels of a dramatic expansion in total compute die area. \n\n\n     Broadcom recently outlined a $60 billion to $90 billion serviceable addressable market in AI for 2027 based on three customers building big clusters, with room for that to grow depending on what two other pre-production customers do. \n\n\n     \"The key point here is the complexity of these ASICs is skyrocketing with the chips pushing the limits of computing area, memory density and connectivity,\" Curtis wrote. \n\n\n     While he models $10.11 in earnings per share for Broadcom in calendar 2027, he sees the potential for that figure to be north of $12 if Broadcom \"can achieve even the low end\" of its serviceable-addressable-market target. \n\n\n     Curtis lifted his price target on Broadcom shares to $300 from $225, with the new target about 37% above Thursday's close of $218.32. He has a buy rating on the stock, which is bucking the technology sector's selloff Friday, up more than 1%. \n\n\n     Don't miss: Nvidia's stock may have lost its luster, but the rest of tech can still shine \n\n\n     -Emily Bary \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 21, 2024 06:25 ET (11:25 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}