$博通(AVGO)$_老虎社区_美港股上老虎

控盘坐庄最在行
2023-12-18

博通跟数据中心相关的只有网卡+交换机，这两业绩增速连英伟达的一根毛都比不上，大概20%, 多少个gpu才需要一个tomahawk交换机芯片啊。你要硬说VMware。兄弟你看看VMware的营收增速。hock能做的不就是裁员降本涨价三件套吗？margin高到一定程度自然上不去了，好你涨价是把，vmware也不是没有替代品，那么最后下来就是营收长不了多少，利润率晚上去了。那未来呢？继续并购

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