博通(Broadcom)的2300億美元AI賭注成真(NASDAQ:AVGO)
· seekingalpha.com
博通預期2027會計年度AI半導體營收將達1150億美元,2028會計年度達2300億美元,並有已確認的供應合約支持。了解AVGO股票為何評級為買進。
After Broadcom's ( AVGO ) Q3 FY2026, the single biggest risk to the bull case no longer concerns the existence of demand for custom AI accelerators. I do not se...