Ale's World of Stocks 对 $AVGO 的判断变化

2026-09-12看涨
《Every Stock I'm Buying in September 2026 (Huge Opportunities)》
AVGO 是顶尖的定制芯片设计商,需求与订单储备强劲,当前估值便宜,支撑看多逻辑。

他们确实投票决定把 Broadcom 加入投资组合。这里还有一堆其他股票,但他们投票支持了 Broadcom,顺便说一句,我非常赞同。所以,我就着手买入了,我为投资组合购买了 Broadcom 的股票。

they did actually vote to add Broadcom to the portfolio. There was a bunch of other stocks here, but they voted for Broadcom, and I heavily agree with that, by the way. So, I did go ahead and add I purchased um Broadcom shares for the portfolio.

它们在发布财报之后,最近也跌得更多了。这其实是我专门做了一整期视频的一只股票,就是 Broadcom。而且我早就已经持有它了。我在我私人的较大投资组合里赚了非常多,因为我很久以前就买入了 Broadcom。

我很久以前就看到了这一切的到来,Broadcom 正在做的一切。

They've have also been falling more recently after um reporting earnings. And this is a stock I actually made a whole video about Broadcom. And I had already owned it. I I'm up a huge amount on my private larger portfolio because I had bought in a long time ago into Broadcom.

I saw this coming like a long time ago, everything that Broadcom is doing.

2026-09-05看涨
《I Can't Stay Quiet on Broadcom Any Longer》
长期持有AVGO,预计未来五到十年股价将进一步上涨。

我想告诉您,目前我收到了很多关于博通的问题。不仅因为我是股东,更重要的是,他们本周公布了利润,这似乎吓坏了投资者,促使他们抛售股票。

I would like to inform you that I am receiving a lot of questions about Broadcom at the moment . Not only because I am a shareholder, but more importantly, they announced their profits this week, which seems to have terrified investors and prompted them to sell their shares.

该股本周不仅下跌超过5%,今天早些时候甚至更低,与最高水平相比已下跌约30%。那么,是什么导致了这种对股票的强烈抛售?那些利润真的像华尔街试图描绘的那样糟糕吗?

The stock has not only lost more than 5% this week , but was even lower earlier today, and has lost about 30% of its value compared to its highest level . So, what is driving this kind of intense selling of the stock here?

Were those profits really as bad as Wall Street tries to portray them?