$AVGO · Meet Kevin · 2026-11-09
Broadcom 极其便宜，市盈率约 6 倍，他认为值得买入，并喜欢现在逢低买入，不过他没有给出目标价，并表示没有保证；相比 Google，他更愿意持有 Broadcom。
逐段跳播
我对 Broadcom 有年底目标价吗？没有，真没有。我只是觉得它们极其便宜。而且我认为它们是买入对象，不保证，但我非常看好。
Do I have an end of the year price target for Broadcom? No, not really. I just find them extremely cheap. Uh and I think like I think they're a buy, you know, no guarantees, but um I'm a big fan.
所以，Broncom 和 Marll，我很喜欢它们一起。我希望它们能重新站上 355 线。公平地说，我喜欢现在逢低买入的机会。
Uh, so Broncom and Marll, love them together. I'd love for them to recapture the 355 line. In fairness, I like the opportunity to buy the dip right now.
这些是与 Broadcom 合作，而不是 Morphell。
these are in collaboration with Broadcom, not Morphell.
我知道他们刚推出了正在与 Broadcom 合作开发的 TP8。我宁愿持有 Broadcom 而不是 Google。这是我的看法，我的观点。
I know they just came out with the TP8 that they're working on in combination with Broadcom. I would rather own Broadcom than Google. My take, my opinion.
尽管他们在这里提到了像 Bloom Energy 这样的公司，他们确实也提到了 Broadcom、TSMC、MediaTek、HUT，以及他们在这里提到的其他一些公司。
and even though they mention companies like Bloom Energy here, they do mention Broadcom, TSMC, MediaTek, HUT, whatever they mention of other others over here as well.
Broadcom 大概在6左右。非常便宜的股票。
Broadcom's at like a 6. Dirt cheap stocks.
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。