Dividendology 对 $AVGO 的判断变化

《Congress Has Been Loading Up on These 2 Stocks in 2026!》

博通的估值因其收购和AI业务带来的强劲自由现金流增长而合理，仍是一个稳健的长期持有标的。

第一只股票是我投资组合中已持有几年的股票，它一直是一个巨大的赢家，那就是博通。如果我们转到政治标签页，可以看到的一件事是，在2024年第二季度和2025年第二季度，博通出现了大量买入。

虽然这种买入肯定已经放缓，但我们可以看到，在过去几个季度里，买入量明显多于卖出量。

And the first stock is a stock I've held in my portfolio for a few years now, and it's been a massive winner, and that's Broadcom. If we jump over to the political tab, one of the things we can see is there was some massive buying of Broadcom in Q2 of 2024 and Q2 of 2025. And while that buying has certainly slowed down, we can see over the last couple of quarters, there's been significantly more buying than selling.

现在，正如你已经知道的，如果我们看这只股票过去5年的表现，它上涨了大约650%。650%。有趣的是，在这整个上涨过程中，它也在以高速度增长其股息。它以两位数的速度增长股息。所以，这是一只真正的股息增长股。

Now, as you already know, if we look at this stock over the last 5 years, it's up by about 650%. 650%. And what's interesting about this is during the entirety of that runup, it's been growing its dividends at a high rate as well. It grows dividends at a double-digit rate. So, this is a true dividend growth stock.

看原视频01:05