Parkev Tatevosian, CFA 对 $AVGO 的判断变化

2026-09-06看涨

《Why Is Broadcom Stock Falling, and is it a Buying Opportunity on the Dip? | AVGO Stock Analysis》

AVGO值得买入；基于DCF估值的537美元意味着12-18个月内约52%的上涨空间，得益于强劲的AI增长和维持的利润率。

博通预测，其AI半导体业务在2027财年将增长至1150亿美元，然后在2028财年翻倍至2300亿美元。博通已经开始向谷歌出货其第八代张量处理单元（TPU），并向OpenAI出货Jalapeno加速器，这两款产品均旨在超越其他图形处理单元（GPU）。

Broadcom predicted that its AI semiconductor business would grow to $115 billion in fiscal year 2027, then double to $230 billion in fiscal year 2028. Broadcom has already begun shipping its eighth-generation Tensor Processing Units ( TPUs) to Google and Jalapeno accelerators to OpenAI, both designed to outperform other graphics processing units (GPUs).

该公司还表示，预计到2027年，Anthropic将成为其处理单元（XPU）方面最大的客户。因此，博通的业务正在蓬勃发展，但在公司公布最新业绩后，股价下跌了约6%。这是否使博通股票成为买入机会？

The company also stated that Anthropic is expected to become its largest customer by 2027 in terms of processing units (XPUs). So, business is booming for Broadcom, but the stock price fell by about 6% after the company announced its latest results. Does this make Broadcom shares a buying opportunity?

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2026-09-02

《Should You Buy Broadcom Stock Instead of Taiwan Semiconductor Stock? | AVGO vs. TSM》

AVGO基本面强劲，较公允价值约有48%的上行空间，但与台积电相比难分伯仲；若现在买入，说话者可能更倾向于选择台积电而非AVGO。

博通和台积电因人工智能需求增长，销售额和利润都在大幅增长。但这两家半导体公司中，哪一只股票目前更值得买入？

Broadcom and Taiwan Semiconductor Manufacturing Company are seeing sales and profits boom as a result of the increasing demand for artificial intelligence. But which one of these two semiconductor companies is the better stock to buy right now?

博通的销售额也大幅增长至750亿美元，而2023年约为380亿美元。当然，这也包括了收购VMware的影响。从更长期来看，这些公司的销售额自2017年以来大幅增长，当时博通的销售额约为100亿美元，如今已增长超过7倍。

Broadcom too experienced a significant increase in its sales to $75 billion. That's up from around $38 billion in 20 23. Of course, that also includes the impacts of the VMware acquisition. looking back longer term, these companies have seen their sales proliferate since 2017 where Broadcom generated roughly $10 billion in sales at that point, those sales have increased by more than 7x.

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