02/10/2025, 02:13 PM UTC
尽管面临DeepSeek挑战，Broadcom仍从AI热潮中获益巨大Broadcom: Huge AI Beneficiary Despite DeepSeek
1、Broadcom Inc.是全球半导体和企业管理软件的科技领导者，从AI热潮中显著获益。2、尽管财务状况强劲且AI市场前景广阔，但关于中国AI实验室DeepSeek的最新消息引发了短期不确定性。3、AVGO的AI收入在2024年同比增长220%，预计到2027年服务可获得的市场规模将达到600-900亿美元。1. Broadcom Inc. is a global tech leader in semiconductors and enterprise software, significantly benefiting from the AI boom. 2. Despite strong financials and a promising AI market, recent news about Chinese AI lab DeepSeek has created near-term uncertainty. 3. AVGO's AI revenue surged 220% YoY in 2024, with a projected Serviceable Addressable Market of $60-90 billion by 2027.
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