02/18/2025, 05:29 AM UTC
为什么我选择暂停：在估值担忧中降低博通至持有Why I'm Pressing Pause: Downgrading Broadcom To Hold Amid Valuation Concerns
1、博通收购VMware可能提升了其在人工智能领域的地位；2、CEO霍克·谭的战略转型使博通成为一家全面的基建技术公司；3、博通向软硬件结合模式的转变使其在竞争激烈的市场中脱颖而出。1. Broadcom's acquisition of VMware potentially enhances its position in Artificial Intelligence; 2. CEO Hock Tan's strategic move into software positions Broadcom as a comprehensive infrastructure technology company; 3. Broadcom's shift towards a combined hardware-software model differentiates it in a competitive market.---
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