Broadcom 被低估：上季度 AI 芯片营收达 167 亿美元，同比增长 221%，本季度预计为 217 亿美元、增长 236%；而该股在此轮抛售中下跌 13%，较峰值下跌 32%，预期市盈率仅 18 倍，尽管增长更快，却比 Marvell 的 40 倍更便宜。
逐段跳播
我认为电子芯片领域另一家目前被低估的公司是 Broadcom（股票代码为 AVGO）。Broadcom 为最大的科技公司设计定制 AI 芯片，例如 Google 的张量处理单元（TPU）和 OpenAI 的 Jalapeno 加速器，以及连接所有这些芯片的网络芯片。
Another company in the field of electronic chips that I believe is currently undervalued is Broadcom (its stock symbol is AVGO). Broadcom designs custom AI chips for the biggest technology companies, such as Google's Tensor Processing Units (TPUs) and OpenAI's Jalapeno accelerators , as well as the networking chips that connect them all.
其人工智能芯片营收在上一季度达到167亿美元，同比增长221%。Broadcom 预计本季度将实现217亿美元营收，这将意味着芯片营收增长236%。
Its revenue from artificial intelligence chips reached $16.7 billion in the last quarter, an increase of 221% year-over-year. Broadcom expects to generate $21.7 billion this quarter, which would represent a 236% increase in chip revenue .
然而，该公司股价在迄今为止的抛售中已下跌13%，较峰值下跌32%，目前市盈率仅为预期盈利的18倍。
However, the company's stock has fallen 13% in the sell-off so far, and 32% from its peak, and is currently trading at just 18 times expected earnings.
Celestica 也在帮助 OpenAI 和 Broadcom 为 HAL V. Benio 搭建服务器机架。
Celestica is also helping OpenAI and Broadcom build server racks for HAL V. Benio.
Chat 基金还包含 Celestica、Vertiv、TSMC、ASML、Coherent、Micron、SK Hynix 和 Broadcom，是持有整个人工智能供应链的绝佳方式。
The Chat fund also includes Celestica, Vertiv, TSMC, ASML, Coherent, Micron, SK Hynix and Broadcom, making it an excellent way to own the entire AI supply chain.
TSMC、Micron、SK Hynix 和 Broadcom 的股票远期市盈率低于纳斯达克100指数，同时它们也是各自供应链领域增长最快的公司之一。
Shares of TSMC, Micron, SK Hynix and Broadcom are trading at lower forward earnings ratios than the Nasdaq 100, while being among the fastest- growing companies in their respective sectors of the supply chain.
例如，Marvell 的股价市盈率为其预期盈利的40倍，而 Broadcom 的股价市盈率为18倍。
For example, Marvell shares are trading at 40 times their projected earnings, while Broadcom shares are trading at 18 times.
这个频道对 $AVGO 的历次判断
Ticker Symbol: YOU 在这只股票上共 3 条判断，这里只列相邻的几条。