The Motley Fool 对 $AVGO 的判断变化

2026-09-17看涨

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博通因估值偏低（下跌29%，远期市盈率19.6倍）以及随着客户逐步减少对英伟达的依赖、定制ASIC具备强劲增长潜力，而成为具吸引力的买入标的。

我会直接看AI市场。我会谈Broadcom。目前Broadcom的估值为1.6万亿美元，所以它已经不再是一家小公司了。它无疑是一只从这轮AI扩张中大幅受益的股票。

Well, I'd go straight to the AI market . I'd talk about Broadcom. Right now, Broadcom is valued at $1.6 trillion , so it's not a small company anymore. It's definitely a stock that has benefited a lot from this expansion in AI.

你可以称Broadcom——我不会把它称为Nvidia的竞争对手，因为Nvidia生产GPU，而Broadcom除其他业务外，专攻定制芯片，即专用集成电路（ASIC）。所以，它们服务于Meta、OpenAI、Anthropic这样的公司，或者例如Google的张量处理器。

You could call Broadcom—and I wouldn't call it Nvidia's competitor because Nvidia makes GPUs, while Broadcom, among other things, specializes in custom silicon, i.e., application-specific integrated circuits (ASICs).

So, they serve companies like Meta, OpenAI, Anthropic, or Google's Tensor Processors, for example .

看原视频04:33

2026-09-05看涨

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博通是一个被低估的投资机会，得益于强劲的AI需求和预期的营收增长，尽管存在客户集中风险。

我首先推荐的是博通，股票代码为 AVGO。博通本周早些时候公布了财报。我记得是在周三公布的，数据非常惊人。本季度营收达到 296 亿美元，同比增长 86%。AI 半导体收入目前占总营收的 56%，该领域单独增长了 221%。

至于明年的预测，他们将其上调至 348 亿美元。这意味着总营收同比增长 93%，而 AI 芯片板块预计将再同比增长 236%。

The first name I will put forward is Broadcom, and the stock symbol is AVGO. Broadcom announced its earnings earlier this week. I think it was announced on Wednesday and the numbers were fantastical.

Revenue reached $29.6 billion for the quarter, an increase of 86 % year-over-year. With AI semiconductor revenues now accounting for 56% of total revenues, this sector alone has grown by 221%.

As for next year's projections, they raised them to $34.8 billion . This represents a 93% year- on-year increase in total revenue, and the AI chips segment is expected to rise by another 236% year-on-year.

看原视频01:32