12/16/2024, 09:44 AM UTC
保持冷静，让利润增长——Broadcom的半导体解决方案业务前景看好Broadcom: Keep Calm And Let Profits Ride
1. Broadcom的半导体解决方案业务因出货量增加，AI引领的增长加速具有长期发展空间。2. VMware正在以超过预期的速度推动利润率扩张。3. 墙街分析师正在上调收入、毛利率和营业利润预期，显示出积极的基本面信号。1. AI-led growth acceleration in Broadcom's semiconductor solutions business has a long runway due to increased shipment volume. 2. VMware is driving strong margin expansion at a faster-than-expected rate. 3. Wall Street analysts are upgrading revenue, gross margins, and operating profit estimates, indicating bullish fundamental signs.---
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