博通的AI机遇比其股价所暗示的更大
· finance.yahoo.com
博通刚刚发布了连续第九个季度的盈利超预期,同时AI营收同比暴增三位数,但该股在2026年几乎未动。某方面必须有所改变,而我们的模型对方向有强烈观点。
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AVGO earns a BUY rating and $426 price target as AI semiconductor revenue surged 221% while shares sat nearly flat in 2026.
AVGO's forward P/E of 1...