$云迹(02670)_老虎社区_美港股上老虎

$云迹(02670)$云迹这纯正Agent标的现在趴在底部

博通Q2财报beat、AI收入同比翻倍以上，但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支，财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变，只是短期估值跑得太前。AI芯片龙头财报后被错杀，还是估值见顶的信号？你会逢跌买，还是等情绪消化？这次是否会跌破400美元？

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