$博通(AVGO)$_老虎社区_美港股上老虎

$博通(AVGO)$博通的网络设备与半导体业务叠加安全软件业务正从一次性销售转向硬件＋稳定订阅双引擎驱动。技术面上看后续涨势空间很大

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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