$AVGO · Meet Kevin · 2026-10-29
博通以60%的份额在ASIC领域领先，在铜互连通信中是重量级玩家，在光通信方面也有一些雄心；说话者欣赏其CEO，倾向于同时持有博通和Marvell，并披露自己两者都持有。
逐段跳播
Broadcom 的 CEO 说：“你看，我们会用激光，但我们更倾向于铜。”其实我很欣赏 Broadcom 的 CEO。我觉得他是一个非常谦逊的人。
"Look, we'll use lasers, but we prefer copper," says Broadcom's CEO. Well, I actually admire the CEO of Broadcom. I think he is a very humble man .
Broadcom 在专用集成电路（ASIC）市场占有 60% 的份额。Broadcom 已经拿下了 ASIC 市场 60% 的份额。
Broadcom holds a 60% share of the application-specific integrated circuits (ASIC) market. Ah, Broadcom has captured 60% of the ASIC market.
ASIC 是高度定制化的。从它的名字就能看出来，“专用”。专用集成电路。
ASICs are highly customized. It is clear from its name, "specific" . Application-specific integrated circuits.
所以，Broadcom 是这里的领导者。Broadcom 说：“你看，我们会尽可能长时间地继续使用铜。事实上，我们有一些新的铜产品，运行速度可以非常快。我们在一段时间内处于有利位置。”
So, Broadcom is the leader here. Broadcom says: "Look, we're going to keep using copper for as long as possible. In fact, we have some new copper products that can work very quickly. We're in a good position for a while."
你知道 Broadcom 的 CEO 具体说了什么吗？他说：“嗯，有人问到了光纤，对吧？”这是他的原话。我记下来了。……关于光学，哦，我尽量避开那些闪亮发光的东西。”他显然是在开玩笑，因为光纤又亮又闪。
Do you know exactly what the CEO of Broadcom said? He says, "Well, he was asked about optical fibers, wasn't he?" This is his exact statement. I wrote that down . ... Regarding optics, oh, I try to avoid shiny, sparkly things."
He is clearly joking here because optical fibers are bright and shiny.
总之，我很欣赏这个人。我其实觉得他是个聪明人。我认为答案是两家都买，对吧？比如 Broadcom 和 Marvel。这不是个人建议。为了完全透明，我在这两家公司都有投资。
Anyway, I admire this man. I actually think he is an intelligent man. I think the answer is to buy both, right ? Such as Broadcom and Marvel. This is not personal advice. I have investments in both companies. For the sake of complete transparency.
但 Broadcom 用它为 Google 制造张量处理单元（TPU）。
But Broadcom uses it to manufacture Tensor Processing Units (TPUs) for Google.
Broadcom 在光学方面有一些雄心，但就铜通信而言，它是重量级选手。
Broadcom has some ambitions in optics, but as far as copper communications is concerned , it's a heavyweight.
这个频道对 $AVGO 的历次判断
Meet Kevin 在这只股票上共 18 条判断，这里只列相邻的几条。