$博通(AVGO)$_老虎社区_美港股上老虎

$博通(AVGO)$ 明天盘后发财报，要是好的话，周五还能给AI硬件加把劲。不过感觉财报前瞻也就中规中矩，短线PE不低也不高，长线PE有点偏高，不像英伟达那么好猜。

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？】

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