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Broadcom: Slight Crack In AI Story Overblown (NASDAQ:AVGO) - Seeking Alpha
Seeking Alpha · Seeking Alpha 投研社区06/08 08:00AI infrastructure · AI 算力基础设施跟踪
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Broadcom: Slight Crack In AI Story Overblown (NASDAQ:AVGO) Seeking Alpha
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AVGO
来源短摘录
Broadcom fell $100 due to market overreaction to FY27 AI semiconductor revenue guidance. The company reported FQ2 sales surged 48% to $22B, with AI semiconductor sales surging 143% to $10.8B. Management reiterated FY27 AI semiconductor revenue guidance of $100B+ causing the panic due to the potential upside toward $200B based on 10 GW shipment targets. The stock trades at only 20x FY27 EPS targets, offering a comp
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