如果 Anthropic 能够继续支付其账单，Broadcom 看起来真的很便宜。如果 Anthropic 的 S-1 IPO 文件是积极的，坦率地说，这将使你对 Marvell 和 Broadcom 感到乐观。
If Anthropic can continue to pay its bills, Broadcom looks really cheap. If Anthropic's S-1 IPO documentation is positive, it will frankly make you optimistic about Marvell and Broadcom.
我对 Broadcom 感到非常心动，但我并不持有它。
I feel very tempted by Broadcom, but I don't own it.
博通怎么样？博通持平。
How about Broadcom? Broadcom's flat.
围绕博通前景的所有乐观情绪，对股价毫无帮助。该股下跌了5%。这是昨天的数据。高盛研究部门重申对博通的买入评级。在管理层指引营收翻倍、然后再翻倍之后，它们显得便宜。
A bit of all the optimism around Broadcom's outlook, which did nothing to help the stock. The stock's down 5%. This was from yesterday. Goldman's research size side reiterates a buy on Broadcom. They are cheap after management guided revenue double and then double again.
这来自高盛研究，他们认为博通在宣传Anthropic将成为多大的客户时，存在严重的收入集中风险，但这实际上可能成为问题，因为Anthropic和OpenAI是重要客户，如果代币出现降级，那么工作价格下跌的速度可能会超过计算建设所预期的速度。
this is coming from Goldman Research arguing that there's a major concentration of revenue where Broadcom is pitching how big of a customer uh Anthropic is going to be, but how that could actually end up being problematic because Anthropic and OpenAI are material customers and if there's a D-rating occurring in tokens, then you might end up seeing the price of work collapse faster than what the compute buildout has been uh expecting so to speak.