$AVGO · Meet Kevin · 2026-11-09
AI 摘要 · Meet Kevin
说话者更愿意持有 Broadcom 而非 Google，并指出 Google 的 TP8 正与 Broadcom 合作开发。
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Meet Kevin发布 2026-11-09 · 3 段内容
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3 段内容
抱歉，Google。我知道他们刚推出了 TP8，正在与 Broadcom 合作。相比持有 Google，我更倾向于持有 Broadcom。
Sorry Google. I know they just came out with TP8 which they are working on with Broadcom. I prefer Broadcom ownership over Google.
Morgan Stanley 也看到了这一点。虽然他们在这里提到了 Bloom Energy 这样的公司，但他们也点名了 Broadcom、TSMC、MediaTek、Hot 等。
Morgan Stanley sees this too. Um, although they mentioned companies like Bloom Energy here, they also named Broadcom, TSMC, MediaTek, Hot, etc.
Broadcom 现在处于第 6 点。这些股票可以以很便宜的价格买到。
Broadcom is now at point 6. The shares are available at a water price.
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。