12/26/2024, 05:41 AM UTC
博通：不支付1万亿美元的价格标签Broadcom: Not Paying The $1 Trillion Price Tag
1、博通的AI和软件市场增长强劲，但由于依赖少数超大规模客户，存在显著的集中风险。2、公司由AI驱动的收入增长强劲，但可能面临利润压力和可扩展性挑战。3、博通的估值似乎过高，前向市盈率为28.3倍，暗示上涨空间有限，可能存在25-30%的泡沫。1. Broadcom's AI and software market growth is strong but faces concentration risk due to reliance on a few hyperscale customers. 2. The company's AI-driven revenue growth is strong but may face margin pressures and scalability challenges. 3. Broadcom's valuation appears stretched, with a forward earnings multiple of 28.3x, suggesting limited upside and potential overvaluation.---
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