$博通(AVGO)$_老虎社区_美港股上老虎

艳阳高照天

03-02

$博通(AVGO)$长期来看淘金的如果都淘不到金子，那么这个产业链的叙事就会坍塌。所以作为真金白银的投资者，优先投资卖水和铲子的公司，同时关注和小仓下游的大模型和AI应用。

博通财报超预期！股价能否重启升势？

AI收入翻倍力挺博通上季营收创新高，本季指引也超预期，拟回购多达百亿，并且管理层预计本季度AI半导体收入可达超100亿。【大家看好博通重启升势吗？是否是进场机会？】

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