AVGO 因在 AI 基础设施（网络/定制芯片）中的角色而成为首选买入标的；分析师目标价显示逾 40% 上行空间，说话者预计 12 个月内达到 500 美元。
逐段跳播
第一只股票将是Broadcom，其交易代码是AVGO。而在这些类别中，还有另一家我喜欢的公司，那就是Broadcom。在该公司最近的财报中，他们在那一个特定季度录得296亿美元的收入。
这增长了86%，他们实现了137亿美元的自由现金流，并预计本季度收入约为348亿美元。
The number one stock will be Broadcom, and its trading symbol is AVGO. And among those classes is another company I like, which is Broadcom. In the company’s most recent earnings report, they recorded revenues of $29.6 billion during that specific quarter.
That was an 86% increase, and they achieved $13.7 billion in free cash flow and projected revenues of approximately $34.8 billion for the current quarter.
但我喜欢Broadcom的原因，并不仅仅是因为Nvidia和Micron表现良好。而是因为AI基础设施依然完全稳健，这一点我在最大的AI平台CEO们开始表达担忧之后、并揭露了他们说法的虚假性之后立即讨论过。
随着AI基础设施的建设，它需要计算、内存、网络和定制芯片等东西，而Broadcom在最重要的两个层面都有布局：网络和定制AI加速器。这就是Broadcom与众不同之处。
But the reason I like Broadcom is not simply because Nvidia and Micron performed well. Rather, it is because the AI infrastructure remains completely sound, a point I discussed immediately after the CEOs of the largest AI platforms began raising concerns and I exposed the falsity of their claims.
As AI infrastructure is built, it requires things like computing, memory, networks, and custom chips, and Broadcom has a presence in two of the most important layers: networks and custom AI accelerators. This is what makes Broadcom different.
我们可以看看Broadcom，股票代码AVGO，我们首先看到的是股价走势图和Edge评分，我喜欢看这个，因为它基于多个不同因素来评估公司：估值、未来增长、财务健康、过往表现，以及公司是否派发股息。
70分以上被视为强劲，而Broadcom处于79的水平。
we can look at Broadcom, stock symbol AVGO , and the first thing we see is the stock chart and the Edge score, which I like to look at because it evaluates the company based on a number of different factors: valuation, future growth, financial health, past performance, and whether the company pays dividends.
A score above 70 is considered strong, and Broadcom is at the 79 level.
接下来，我们可以查看贴现现金流页面，你有能力自行切换和更改假设，但默认值显示该股票当前的公允价值比今天的股价高出10%以上。
Next, we can check the discounted cash flow page , which you have the ability to toggle and change the assumptions yourself, but the default indicates that the stock has a current fair value that is more than 10% higher than the stock price today.
然后我们可以进入预测标签页，看看分析师认为这只股票会走向哪里，分析师给出的12个月平均目标价约为每股510美元，意味着较当前水平有超过40%的上涨空间，我同意他们的看法。我相信这只股票将在未来十二个月内达到500美元，毫无疑问。
Then we can go to where analysts think the stock will go in the forecast tab, where analysts have a 12-month average price target of around $510 per share, indicating an upside of more than 40% from current levels, and I agree with them.
I believe this stock will reach $500 in the next twelve months, without a doubt .
这是一家比Broadcom这样的公司小得多的公司。
This is a much smaller company than a company like Broadcom.
Broadcom，在人工智能网络领域。
Broadcom, in artificial intelligence networks.
这个频道对 $AVGO 的历次判断
Mark Roussin, CPA 在这只股票上共 3 条判断，这里只列相邻的几条。