博通：近期财报证实为何它是我最不信任的AI股（纳斯达克：AVGO）
· seekingalpha.com
博通的问题不在于AI需求，而在于该需求的质量和风险调整后的价值是否正在恶化。了解为何AVGO股票应持有。
Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having complet...