$AVGO

AVGO

Broadcom Inc.

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截至 10-02
09-30
InvestAnswers发布 2026-09-30
《📊 What a "Green" September ACTUALLY Means for October (21 Charts)》
$AVGO看跌
AVGO 是 AI 板块中走势最弱、最慢的个股;股价仍显著低于历史最高点。

这是所有 13 家 AI 公司中最弱、走势最慢的。我在这里 337 确定了一个买入区,而我们只涨了 20 美元。现在价格是 354。大约 20 美元。我们来看看你在盘后交易中怎么做。

它可能会动。是的,它在盘后交易中又涨了一美元。但它仍远低于其纪录水平。我们看看它离顶部有多远。嗯,要回到其历史最高点,它需要上涨 41%。不,还不错。所以,即使有时看起来便宜,也不意味着它们是好的买入。

你在这只股票上可能赚 40%,但它可能在这里波动一段时间,或者干脆回到 413 这个区间。我仍持有 Broadcom 股票,但它们是我在 13 家集团中所有金融头寸里最小的。谢天谢地。分配额度很重要。

This is the weakest and slowest moving among all 13 AI companies. I identified a buying zone here at 337, and we've only gone up $20. The price is 354 now. That's approximately $20.

Let's examine what you do in post-closing transactions. It might move. Yes, it rose another dollar in after-hours trading . But it is still far from its record levels. Let's see how far it is from the top.

Well, in order to return to its all-time highs, it needs to rise by 41%. No, it's not bad. So, even if things sometimes seem cheap, that doesn't mean they're a good buy. You could make 40% on this stock, but it might remain volatile here for some time or simply return to this range at 413.

I still own Broadcom shares, but they are the smallest of all my financial positions in the Group of 13. Thank goodness for that. Distributing quotas is important.

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09-23
InvestAnswers发布 2026-09-23
《💥 ALL Is Exploding: Q4 Run Early? Rektember Just… Didn’t》
$AVGO看涨
AVGO 是良好的买入标的;一年目标价 520 意味着 46% 的上行空间。

我差一点点就错过了 Broadcom。

I missed Broadcom by a hair.

还有 Broadcom,AVGO。这一只我也错过了。它确实涨了一些。

and uh broadcast uh Broadcom AVgo. Uh I missed that too. It did shoot up a bit.

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09-21
Meet Kevin发布 2026-09-21
《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
$AVGO看跌
AVGO 并非说话者持仓;尽管重新站上 355 关口,仍被视为潜在的“boomer”(可能暗示陷阱或反转风险)。

还有 ARM 与 Broadcom 和 Qualcomm 展开合作。

You've also uh uh got ARM partnering with Broadcom and Qualcomm.

Broadcom,老兄,它正好在 355 这条线上。它已经重新站上 355,但在我看来,这才是下一个大机会。这才是你真正想要的那一个。我不持有 Broadcom。

Broadcom, dude, it it is right on the 355 line. It's recaptured 355, but this is the next boomer right here in my opinion. This is the next one you really want I don't own Broadcom.

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09-16
InvestAnswers发布 2026-09-16
《TA Masterclass: AI Don’t Care: Q4 Setup Looks Explosive》
$AVGO看跌
尽管订单可能带来基本面转变,但因缺乏买入信号且处于下行趋势,不买入AVGO。

Broadcom低于你上周说的35、345这个价格。没错。我一直在看这个,但我昨天买的是SpaceX。很多人说,你干嘛那么做?我认为Broadcom,随着他们现在拿到的订单量,局面真的要变了。

但我不喜欢的一点,也是我没进场的原因,是没有买入信号,趋势向下。好吧,我在等这东西转向,我的指标会在它们转向时给我提醒。那时它才会引起我的注意。我们也进入更近的时间框架看看。看看4小时图。

看它是否讲出不同的画面。并没有。趋势仍然向下。所以,我等待。我不去接飞刀。

Broadcom below your 35 345 price from last week. Exactly. I've been looking at this, but I bought SpaceX yesterday instead. Uh, a lot of people are saying, "Why' you do that?" Um, I think Broadcom, the game is really about to change for them with the amount of orders that they're getting right now.

But what I don't like, and the reason I'm not in, is no buy signals and trend down. Okay, I'm waiting for this thing to turn around and I've got indicators give me alerts when they do turn.

Then it gets my attention. Let's go into a closer time frame, too. Let's check out the 4our. See if it tells a different picture. It doesn't. Still trend is down. So, therefore, I wait. I don't catch a falling knife.

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09-09
Verified Investing发布 2026-09-09
《Google Breaks Its Trend Line: Where Drew Is Buying ($301)》
$AVGO看跌
AVGO跌破平行通道支撑;若价格继续下跌,333.84处可能出现买方反弹。

接下来看 AVGO 的图表,情况相当类似,不过 AVGO 实际上正在跌破其平行通道的底部。可以看到,这条平行通道自2024年12月以来一直压制着价格,只是今年3月曾短暂地小幅跌破其下方。

Uh next up on the chart of AVGO pretty similar scenario uh on AVGO but AVGO in fact is breaking the bottom of its parallel channel. You can see this parallel channel has hold has had held price back since December of 2024 with a little bit of a dip underneath it just briefly here in March of this year.

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09-02
Financial Education发布 2026-09-02
《This Stock is the next Nvidia‼️》
$AVGO看跌
AVGO股价在2027-2028年见顶,而利润峰值较晚(2028-2029年);股价领先于利润周期。

博通,一家芯片公司,市值达到1.74万亿美元。

Broadcom, a chip company, has a market cap of $1.74 trillion.

现在,AMD和博通的利润将在2028年或2029年达到顶峰。与其他公司相比,这些公司还处于早期阶段。这些公司已经开始赚很多钱了,对吧?所以它们的利润也会很快达到最高水平。AMD、博通,这些公司的利润将在2028年或2029年达到顶峰,然后,这就是为什么我认为这些股票,我认为,都已经见顶或将在未来六个月内见顶,对吧?

对于这些公司,我认为它们的股价可能会在27年见顶,或者如果非常高的话,在28年见顶,因为它们的股价远在利润见顶之前就见顶了。

Now, AMD and Broadcom's profits will peak in 2028 or 2029. These companies are in the early stages compared to other companies. These are the companies that have already started making a lot of money, right?

And so their profits will also reach their highest level quickly. AMD, Broadcom, these will peak in 2028 or 2029, and then, you know, that's why I think these stocks, I think, have all peaked or will peak in the next six months, right?

And for these companies, I think their stock prices will probably peak in '27 or, if very high, in '28, because their stock prices peak long before profits peak.

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10-01
Meet Kevin发布 2026-10-01
《The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.》
$AVGO看涨
AVGO 估值偏低,64 的 PEG 与 54% 的利润率支撑看多逻辑,但 Anthropic 相关贷款带来集中度风险。

所以你得问自己,如果你能买到Fair Isaac FICO,这就像是站在Trump交易的另一端,你能以一个1倍peg买到它,那你是去买FICO的1倍peg,还是去买Broadcom那种大约7倍peg?

So then you have to ask yourself, you know, if you could get Fair Isaac FICO, which is like taking the opposite end of the Trump trade, you get this for a one peg, do you go to FICO for a one peg or do you go to Broadcom and get like a 7 peg?

软件。就净利润率而言,软件和销售,对吧?就净利润率而言,Broadcom大约高出14个百分点,约为54%。所以,在像Broadcom这样的公司,你能得到比FICO更便宜的估值和更好的利润率。

所以,尽管FICO那个下跌很诱人,我不确定你会想站在那笔交易的另一端。

uh software. As far as net margins, software and sales, right? As far as net margins at Broadcom were about 14 percentage points higher at about 54%. So you get a cheaper valuation and better margins at a company like Broadcom than you do at FICO.

So, as desirable as that dip is on FICO, I don't know that you want to take the opposite end of that trade.

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Parkev Tatevosian, CFA发布 2026-10-01
《4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)》
$AVGO看涨
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.

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