Schwab Network 对 $AVGO 的判断变化

《The AI Boom Needs More Than Hype》CEO

若AVGO实现CEO给出的30美元每股收益指引，其股价到2028年有望走高。

以Broadcom为例。就像“AVGO”，这是一只我没有持有的股票，但我想持有。其CEO上周出现在“Mad Money”节目上并说：“看，我们认为到2028年我们能实现每股30美元。”

所以，如果你是投资者，而该股定价为350美元，那么如果他们能达到这些预期，其交易价格就是2028年盈利的12倍。所以，我不知道通往那里的路怎么走，但如果Broadcom能像其CEO所说的那样执行，那么你看到的就是一只到2028年可能会更贵的股票。

let's take Broadcom as an example. Like “AVGO”, this is a stock I don’t own, but I would like to own . The CEO appeared on "Mad Money" last week and said, "Look, we think we can achieve $30 per share by 2028."

So, if you are an investor and the stock is priced at $350, it is trading at 12 times the 2028 earnings if they manage to meet those expectations. So, I don't know the road to get there, but if Broadcom can execute as its CEO says, then you're looking at a stock that will likely be more expensive in 2028.

看原视频02:59