半导体新信号：博通(AVGO)笑傲，美满电子(MRVL)泪崩，行业要洗牌？

美国股市周四(3月6日)全线大跌，贸易战的风险升温以及Marvell财报引发AI半导体板块的全线走低，让投资信心大受打压，加上明天又有重磅的非农报告，市场情绪明显遭受抑制。个股方面，今天我们要聊的是半导体行业两家重量级玩家——博通和Marvell的最新财报，看看这两家业务有很多相似处的公司接连公布财报后，对于短期内AI行业的投资信心是否有什么新的影响？

博通财报超预期！后市继续看多？

博通业绩稳健：第二财季营收创历史新高，EPS继续增长超40%、强于预期，当季AI收入增长46%，较前一季77%的增速明显放缓；博通预计三季度AI芯片收入连增十季、且加快增长至51亿美元，但仍较部分分析师预期的高水平低3.7%。【大家是否会继续看好近日创新高的博通？何时再加仓？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

路易斯二世
03-07
路易斯二世
市场反应真的有点过度了吧？
HDDK
03-08
HDDK
重回万亿指日可待
尖沙咀啵嘴
03-07
尖沙咀啵嘴
半导体最近不行啊
爱如粪土
03-07
爱如粪土
行业洗牌中💔

发表看法

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