随着定制芯片项目（Meta、Amazon、OpenAI）逐步放量，Broadcom明年营收增长可能加速；在1.7万亿美元市值下估值被压缩，若这一趋势延续，股价有望上涨。
逐段跳播
但传统 CPU 市场最被低估的竞争对手之一是 ASIC，即由 Broadcom、Marvell，以及现在台湾的 MediaTek 和 Alchip 等公司提供的 IP。
But one of the big underrated competitors to the traditional CPU market are ASICs, IP provided by companies like Broadcom, Marvell, now MediaTek and Alchip in Taiwan.
同样，Broadcom 也已经相当庞大。最近一个季度增长85%、86%。不过，Broadcom 的这一营收增速明年可能会加快，AMD 和 Broadcom 都是如此。我们会看这如何发展，尤其是对 Broadcom 来说，因为许多为 Meta、Amazon、OpenAI 打造的定制芯片项目开始上量。
这一只要保持关注。与 Nvidia 类似，它已经是一家市值1.7万亿美元的大企业。但随着估值被压缩，这也是另一只如果趋势持续、最终迎来上涨也许只是时间问题的股票。
Similarly, Broadcom, also already quite large. Most recent quarter, 85, 86% growth. Now this revenue growth rate for Broadcom could accelerate next year, though, for AMD and Broadcom.
We'll see how this plays out, but especially for Broadcom as a lot of these custom silicon projects for Meta, for Amazon, for OpenAI start to ramp up. Keep this one on watch. Similar to Nvidia, it's already a huge business at $1.7 trillion market cap.
But as the valuation has gotten compressed, this is another one where if this trend continues, it's maybe just a matter of time before this one finally has a rally.
而三四年前，一切还都围绕 GPU、CPU，尤其是由 Broadcom 等公司提供 IP 的定制 CPU。
Whereas three, four years ago, it was all about the GPU, the CPU, and especially custom CPUs with IP supplied by companies like Broadcom.
观察点
这个频道对 $AVGO 的历次判断
Chip Stock Investor 在这只股票上共 2 条判断，这里只列相邻的几条。