博通的2300亿美元AI押注成为现实(纳斯达克:AVGO)

· seekingalpha.com

博通预计2027财年AI半导体营收将达到1150亿美元,2028财年达到2300亿美元,且有供应保障。阅读了解为何AVGO股票值得买入。

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...


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