博通（AVGO）：专_老虎社区_美港股上老虎

财报老王总结
2025-12-31

博通（AVGO）：专注半导体设计与基础设施软件，AI 芯片定制化服务绑定大客户，收入集中度较高。收购 VMware 后强化企业软件布局，形成 “硬件 + 软件” 协同效应。客户压价与高债务规模构成潜在风险，技术研发投入与专利转化效率需持续跟踪。

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