$AVGO · Parkev Tatevosian, CFA · 2026-11-01
Broadcom 是世界上管理最出色的公司之一，利润率丰厚，销售额和利润蒸蒸日上，这得益于与 Alphabet 等公司合作开发专有芯片，作为对 Nvidia 主导地位的替代方案。相较 342 美元的市场价格，说话者给出的 523 美元公允价值意味着未来 12 至 18 个月约有 53% 的上涨空间；他非常乐观，持有该股并希望继续加仓。
逐段跳播
最后但同样重要的是 Broadcom，它正与 Alphabet 等公司合作开发专有芯片，作为 Nvidia 在该领域主导地位的替代方案。
Last but not least, Broadcom, which is collaborating with companies like Alphabet to develop proprietary chips as an alternative to Nvidia's dominance in this sector.
Broadcom 的销售额和利润大幅增长。这家公司是世界上管理最好的公司之一，其利润率非常可观。我计算出该公司的公允价值为 523 美元。当前市场价格为 342 美元，这意味着未来 12 到 18 个月约有 53% 的上涨空间。
Broadcom's sales and profits have seen a significant boom. This company is one of the best-managed companies in the world, and its profit margins are very lucrative. I calculated the fair value of the company at $523.
The current market price is $342, leaving room for growth of approximately 53% over the next 12 to 18 months.
我非常看好 Broadcom，我的投资组合中也持有这只股票，并且有兴趣进一步加仓。
I am very optimistic about Broadcom, and I also own this stock in my investment portfolio, and I am interested in adding more of it.
这个频道对 $AVGO 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 9 条判断，这里只列相邻的几条。