09/18/2024, 03:21 PM UTC
博通：逆向投资的绝佳机会Broadcom: A Contrarian Buy
1、博通强劲的2024年第三季度业绩和大幅回调提供了极具吸引力的逆向投资机会；2、公司凭借AI定制硬件产品和VMware并购的积极影响，实现了巨大的销售势头和高利润率；3、博通令人印象深刻的股息增长和持续的盈利回报使其成为一项有价值的长期投资。1. Broadcom's strong 3Q24 results and substantial pullback present a compelling contrarian buying opportunity; 2. The company enjoys enormous sales momentum and high margins driven by AI-tailored hardware products and the VMware merger; 3. Broadcom's impressive dividend growth and consistent profit returns make it a valuable long-term investment.
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