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$博通(AVGO)$ 短期博通有OpenAI消息刺激能冲一冲，但长期还是更看好英伟达，英伟达的生态太稳了，客户群体暂时难替代。拿住NVDA别慌！

和OpenAI达成重磅协议的博通涨近10%，另外据The Information报道，OpenAI正为博通AI芯片研发而与软银集团旗下Arm控股合作。消息公布后，ARM盘后直线拉升涨超7%。【大家现在更看好博通，还是ARM？你有哪家持股？】

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