$博通(AVGO)$_老虎社区_美港股上老虎

$博通(AVGO)$博通的优势在于其成熟的ASIC定制能力和与台积电的深度绑定。OpenAI可以通过博通绕过传统GPU路线，打造更具性价比和定制化的算力方案。

周五英伟达跌2.7%至近两个月低点，博通大涨超9%。有报道称，博通将从2026年起为OpenAI设计并生产AI芯片，市场担忧AI芯片领域竞争加剧，不久前黄仁勋曾自信地向分析师表示，英伟达的能效比是所有计算平台中最好的，客户很难转向竞争对手的硬件。【大家接下来会更看好博通or英伟达？】

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