我们持有大量博通(Broadcom)仓位,看好这只股票,但态度谨慎:公司发行600亿美元债务令人担忧。
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《Max Wasserman Stays Long-Term Bullish on AI; Likes GOOGL, MSFT, AVGO》
Schwab Network发布 2026-10-18 · 1 段内容
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我们的投资组合中持有 Broadcom 的股票,甚至还有一些 Qualcomm 的股票。所以我们看到这种情况正在发生。我们持谨慎态度,尽管我们在 Broadcom 上有大笔投资,但我们看好它。
如你所知,他们正在发行600亿美元的债务。所以,如你所知,我们对此感到担忧。
We have shares in Broadcom , and even some Qualcomm shares in our portfolio. So, we see that happening. We are cautious, and although we have a large investment in Broadcom, we like it.
As you know, they are issuing $60 billion in debt. So, as you know, we are concerned.
这个频道对 $AVGO 的历次判断
Schwab Network 在这只股票上共 12 条判断,这里只列相邻的几条。