《Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow》
AVGO是主要参与者和投资机会，因为所有主要公司的AI路线图都经过它，尽管市盈率高达60倍。
如果你看看一些主要的参与者，无论是微软、谷歌还是博通，它们合计占标准普尔总市值的18%。
if you look at some of the major players out there, whether it's Microsoft, Google, or Broadcom, they represent 18 % of the total Standard & Poor's market.
对于博通来说，你知道所有主要公司的人工智能路线图都贯穿博通的议程。所以，你需要意识到这一点。尽管其市盈率为60倍，但再次强调，所有主要公司都必须经过博通。因此，它是一个关键参与者。这是一个投资机会。
Well, for Broadcom, you know that the AI roadmap for all major companies runs through Broadcom's agenda. So, you need to realize that. Despite trading at a 60x price-to-earnings ratio, once again, all major companies have to go through Broadcom. Therefore, she is a key player. It's an investment opportunity.