03/07/2025, 08:18 AM UTC
博通第一季度财报：AI繁荣，为何我再次看涨Broadcom Q1 Earnings: AI Boom, Why I'm Bullish Again
1、博通预计2025年第二季度AI收入将同比增长45%；2、该股以39倍的前瞻自由现金流估值，预计2025财年收入增长18%，2026财年增长23%；3、尽管对净债务有所担忧，但博通强劲的现金流和AI主导地位为其估值提供了合理性。1. Broadcom's AI revenue is projected to grow 45% y/y in Q2 2025; 2. The stock is valued at 39x forward free cash flow with potential revenue growth of 18% in fiscal 2025 and 23% in fiscal 2026; 3. Despite concerns over net debt, Broadcom's strong cash flow and AI dominance justify the valuation.---
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