SemiVoice

seekingalpha

03/23/2025, 07:02 AM UTC

博通：千亿美元俱乐部成员的短暂时光（评级下调）Broadcom: Trillion Dollar Timeout (Rating Downgrade)

1、博通在千亿美元俱乐部的成员身份是短暂的；2、市场乐观情绪多变，投资者尚未完全确信其600-900亿美元的定制加速器机会；3、博通的XPU梦想宏大，但真正实现收入增长需要多年的开发、验证和生产规模扩大。

1. Broadcom's membership in the trillion-dollar club was short-lived; 2. Market optimism is fickle, and investors are not fully convinced about its $60-90B custom accelerator opportunity; 3. Broadcom's XPU dreams are massive, but it takes years of development, validation, and production scaling before revenue really kicks in.

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