Parkev Tatevosian, CFA 对 $AVGO 的判断变化

2026-10-01看涨
《4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)》
AVGO 被低估,合理价值 523 美元,对比当前 353 美元,意味着 12-18 个月内存在超过 48% 的上行空间,动力来自营收与利润扩张以及产能满载。

我将重点介绍的四只被低估的半导体股票中,第一只是 Broadcom。Broadcom 是一家帮助 Alphabet 这类公司开发自有加速计算芯片的公司。

The first of the four undervalued semiconductor stocks that I will highlight is Broadcom. Broadcom is a company that helps companies like Alphabet develop their own accelerated computing chips.

Broadcom 经历了一轮销售热潮,从各方面衡量都是真正的热潮。营收正在大幅上升,利润也在不断扩大。该公司今年余下时间的产能已被全部预订,而且看起来明年全年也会如此。

Broadcom experienced a sales boom, a real boom by all measures. Revenues are rising significantly, and profits are constantly expanding. The company remains fully booked for the rest of this year, and it looks like it will be for the rest of next year as well.

2026-09-28看涨
《Better Buy: Marvell or Broadcom? | MRVL Stock vs. AVGO Stock》
AVGO 被低估,合理价值 523 美元对现价 353 美元,意味着 12-18 个月内约有 48% 的上行空间,且优于 MRVL。

许多这类AI公司,包括Broadcom和Marvell,正被吸引过来,因为它们有望成为AI热潮中最大的受益者之一。

many of these AI companies , including Broadcom and Marvell, are being drawn to, as they are poised to be among the biggest beneficiaries of the AI boom .

Broadcom展现出巨大的销售额和非凡的增长。其业务从2024年初约350亿美元的销售额,迅猛增长至过去十二个月的近900亿美元。

Broadcom demonstrates tremendous sales and exceptional growth. Its business has boomed from about $35 billion in sales in early 2024 to nearly $90 billion over the past twelve months.

2026-09-06看涨
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2026-09-02
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