$AVGO · Jose Najarro Stocks · 2026-10-28
Broadcom 未来两到五年应会大幅跑赢市场；他关注的投资者目前低配 Broadcom，同时也低配 Nvidia 和存储板块。
逐段跳播
我是说，我认识的每个人，当我分析他们的投资组合时，都低配 Nvidia。他们低配存储。他们低配 Broadcom，而我就是认为这些东西在未来两三年、四年、五年里会增长得比市场快得多。
I mean everyone I know when I analyze their portfolios are underweight Nvidia. They're underweight memory. their underweight Broadcom and I just think those things are going to grow much faster than the market for the next two three four five years
Google 跌了8点，Broadcom 和 AMD 盘后也在大跌。
Google down eight, Broadcom and AMD taking a dump after hours as well.
Oracle 刚刚出来说，他们将提供 TPU。这是第一个将提供 Google 芯片的外部云。这是 Nvidia 的直接竞争对手。它增加了一条全新的收入线。正如我们从 Nvidia、Broadcom 以及许多这类公司所了解到的，这是高利润率的业务。
Oracle just came out and said that they are going to be providing TPUs. This is the first external cloud that's going to be offering Google chips. That's a direct competitor to Nvidia.
It adds a completely new revenue line. It's high margin business as we know from Nvidia and Broadcom and many of these companies.
Broadcom 跌了3点，
Broadcom's down three,
除了我们与 Anthropic 的直接合作以及通过 Broadcom 的合作之外，还有像 Apple 这样的公开参考客户，他们正在最新一代 TPU 上扩大其基础模型的预训练规模。
In addition to our work with Anthropic both directly and via Broadcom and public reference customers like Apple who are scaling pre-training of their foundation models on the latest generation of TPUs.
连 Broadcom 都在跌，这又一次说不通
even Broadcom is down which again doesn't make
这个频道对 $AVGO 的历次判断
Jose Najarro Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。