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博通(AVGO)
盘后
420.27
-1.01
-0.24%
19:59 EDT
421.28
+3.85
+0.92%
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产业链X光机
·
04-28
OpenAI的CFO在抖，但抖的应该是Oracle股东
WSJ昨晚的OpenAI miss新闻，市场读错了重点。塌的不是OpenAI叙事，是Oracle的客户集中度——$3000亿OpenAI合同占Oracle $5530亿RPO的54%，从2027年起每年要收$600亿。OpenAI年化营收只有$240亿、月烧$200亿+、CFO自己开始担忧付不起算力支出。这是单一客户信用风险的最大放大器。 数据骨架 Oracle长期债务$1308亿（半年前$813亿）+ 经营租赁$2610亿。Trailing四季度FCF -$247亿。debt/equity 427%。利息支出同比+32%。 对比：MSFT debt/equity 32%、AMZN 64%、META 28%。 Oracle这张资产负债表是在赌一个还没盈利的客户能在2027年开始每年付$600亿。 3/12拆解Oracle Q3财报，我把$5530亿RPO定义为护城河。今天必须升级这个判断：RPO的会计性质没变，但金融性质从"已锁定收入"切换为"集中暴露的应收期权"。 产业链放大效应 把OpenAI的算力供应链摆出来：Oracle $3000亿（最大单点）、微软Azure（缩减）、亚马逊AWS（新增）、英伟达$1000亿框架、博通FY27 1GW XPU。 英伟达对OpenAI暴露低（销售占比小，排队客户多），博通中等（六大客户里第六，占FY27 AI芯片15%），Oracle最高（54%）。这是三家估值差距应该拉开的核心理由——市场目前没充分定价。 OpenAI转投AWS，不是AWS胜出，而是AWS失去Anthropic独家溢价的开始。最干净的赢家其实是Google——保留Anthropic作为TPU最大单一客户的独家性。 交易策略 ORCL $170 PE 31x，9月以来已跌50%。中性情景已部分定价，但OpenAI履约70%假设下的合理价是$130-145。
OpenAI的CFO在抖，但抖的应该是Oracle股东
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价值投资为王
·
04-23
费城半导体指数周三一度上涨1.9%。该指数若收盘上涨，将为连续第16个交易日上涨创下自1994年有数据以来的最长连涨纪录。在本轮上涨过程中，该指数已累计上涨37%，使得4月份有望录得2000年2月以来最大单月涨幅。 彭博行业研究数据显示，预计2026年半导体行业收入将增长约57%，是整体科技行业增速的两倍，也远高于标普500指数9.3%的预期增速。 半导体应该是股市中最好的板块了，既有周期性，又是持续成长的板块，值得我们长期关注！
$费城半导体指数(SOX)$
$半导体指数ETF-HOLDRs(SMH)$
$INVESCO SEMICONDUCTORS ETF(PSI)$
$iShares费城交易所半导体ETF(SOXX)$
$First Trust Nasdaq Semiconductor ETF(FTXL)$
$台积电(TSM)$
$ARM Holdings(ARM)$
$美光科技(MU)$
$博通(AVGO)$
费城半导体指数周三一度上涨1.9%。该指数若收盘上涨，将为连续第16个交易日上涨创下自1994年有数据以来的最长连涨纪录。在本轮上涨过程中，该指数已累计上...
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月下美人还是没人
·
04-24
$博通(AVGO)$
跟着谷歌TPU涨疯了，签了长期大单，不光设计芯片，还包了整机网络组件。这股拿着稳稳的。
$博通(AVGO)$ 跟着谷歌TPU涨疯了，签了长期大单，不光设计芯片，还包了整机网络组件。这股拿着稳稳的。
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话题虎
·
04-27
半导体板块的估值分化！大家更喜欢买“贵”or“便宜”的？
半导体最近涨这么好，现在大家更愿意买“贵的”，还是“便宜”的？[微笑] 从PEG（估值/增长）来看，目前半导体板块内部已经出现了非常明显的“估值分化”：[吃瓜] 首先就是已经“偏贵”的：
$英特尔(INTC)$
:~3.2x,
$应用材料(AMAT)$
:~2.5x,
$科磊(KLAC)$
: ~2.5x,
$ARM Holdings(ARM)$
: ~2.2x； 一类是“合理区间”的：
$阿斯麦(ASML)$
:~1.6x,
$COHERENT(COHR)$
: ~1.4x,
$Credo Technology Group Holding Ltd(CRDO)$
: ~1.1x； 另一类是“更便宜”的（按照Peter Lynch的理论，PEG < 1，更具投资价值）：
$英伟达(NVDA)$
: ~0.9x,
$台积电(TSM)$
: ~0.9x,
$博通(AVGO)$
: ~0.9x,
半导体板块的估值分化！大家更喜欢买“贵”or“便宜”的？
精彩
追梦999:
果断选C。龙头虽稳但弹性有限，景气反转需等右侧确认，慢一步就成接盘侠。唯有细分赛道故事多、空间大，光模块、互连这些高频题材，踩准节奏就是超额收益，要的就是这份波动里的机会！
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大鳄鱼索罗
·
04-23
$博通(AVGO)$
太夸张了
$博通(AVGO)$ 太夸张了
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千倍之路
·
04-23
$博通(AVGO)$
2万亿
$博通(AVGO)$ 2万亿
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Fiona第一线
·
04-21
我今天盯了一整天迈威尔,不是因为它涨6%
而是因为买它的人里有一个叫谷歌。 英伟达刚入股的那家公司,今天被谷歌拉去做一颗专门干英伟达的芯片。 3月,英伟达花20亿美元入股迈威尔,想把它和自家网络绑成套餐。今天,谷歌找迈威尔谈两颗芯片——一颗内存处理单元+一颗专做推理的TPU。定位就是让Google Cloud少用英伟达GPU。 一个客户,四路供应:英伟达GPU、博通ASIC、自家TPU、现在加迈威尔。超大客户不再愿意把AI芯片押在任何单一供应商身上。 MRVL盘中+6%到$145创新高。AVGO跌1.7%跌破$400。SMH十四连升终于破了(-0.04%)。 博通的「独家」标签,今天正式掉了。 4月上半月,AVGO从$360冲到$406,涨21%,靠的是三单连发:谷歌TPU到2031年、Anthropic 3.5GW、Meta 1GW到2029年。市场的叙事是「AI定制芯片博通独大」。 今天谷歌自己撕了这个标签。博通和谷歌的合作没断,但「下一代TPU只有博通做」这个假设没了。$400这个位置先守不住,下一个支撑看$380。 迈威尔的估值故事,从今天开始换了根支柱。 以前的故事是:光通讯龙头+英伟达加持。估值溢价有限。 今天开始的故事是:超大客户想分散定制芯片风险时的第一选项。forward P/E 33.35x已经比博通的27.84x贵16%,但理由从「被英伟达看中」换成了「谁都要找它做芯片」。后一个溢价能撑得住更高估值。 MRVL年初至今+60%,4月单月+50%。盘中$145和分析师一致目标$125差16%。 这个gap只会被上调的目标价追上,不会被回调填平——方向上我不信短线会跌多。 英伟达的护城河不会明天就塌,但今天第一块砖松了。 推理端——YouTube、Google Search、Gemini这种每天万亿次的确定性负载——定制芯片的经济账已经算得过来。英伟达的GPU在训练端和通用计算上还稳,但推理端的份
我今天盯了一整天迈威尔,不是因为它涨6%
精彩
KarenAldridge:
谷歌这步棋走得有意思，供应链分散是大趋势啊。
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潘驴邓晓闲缺一
·
04-23
投研追踪 |AVGO：四大外资行共识下的 AI 订单全景
AI 芯片板块具备较高确定性的标的包括英伟达、博通 (AVGO) 等。本文整理瑞银、摩根大通、德银、富国银行 4 家机构最新发布的 AVGO 专项研报，汇总核心订单数据、业绩预测、行业逻辑及风险提示，所有内容均来自公开研报原文，不构成任何投资建议。 一、核心订单与业绩指引：2026-2029 年已披露长单汇总 4 家机构共同确认，AVGO 当前已与全球头部科技企业签署多份长期战略协议，覆盖定制 AI 芯片、封装及全栈网络组件。截至 2026 年 4 月，已公开的核心客户及合作框架如下： 单位算力收入测算：行业通用标准为 10-20 亿美元/GW（包含芯片、封装、交换机及配套组件）。按上述已披露的 5.5GW2027 年部署量计算，对应收入区间为 55-110 亿美元。 4 家机构对 AVGO2027 年 AI 业务收入预测高度一致： 瑞银：1450 亿美元 摩根大通：>1200 亿美元 富国银行：1151 亿美元 德银：>1000 亿美元（与公司官方指引一致） 综合 4 家机构预测，2027 年 AVGO 总营收预计在 1650-1950 亿美元区间，AI 业务收入占比将超过 70%。 二、研报核心观察：三个行业共性逻辑 1.全栈式联合研发模式形成强客户粘性 AVGO 与客户的合作并非传统代工模式，而是从芯片架构设计阶段开始的全生命周期联合研发。 与 Meta 的合作覆盖 Athena、Iris、Arke、Astrid、Apollo 共 5 代 MTIA 芯片，工艺节点从 3nm 延伸至 2nm，研发周期已排至 2028 年 客户更换供应商需重新设计芯片架构及配套数据中心网络，转换周期约 2-3 年，成本极高 作为合作深化的一部分，博通 CEOHockTan 已辞去 Meta 董事会职务，转为 Meta 定制硅基路线图顾问 2.业绩能见度大幅延伸至 2029 年
投研追踪 |AVGO：四大外资行共识下的 AI 订单全景
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JessieTheresa:
AI芯片这波行情确实稳
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价值投资为王
·
04-29
突发利空，半导体重挫，机会or风险？
昨日，美股回调，科技股重挫，其中，
$ARM Holdings(ARM)$
大跌8%、
$应用材料(AMAT)$
下跌6%、
$博通(AVGO)$
跌超4.3%、
$台积电(TSM)$
跌超3%！ 受此影响，半导体ETF集体大跌，规模最大的
$半导体指数ETF-HOLDRs(SMH)$
下跌3%，
$iShares费城交易所半导体ETF(SOXX)$
跌超3.7%，
$SPDR S&P Semiconductor ETF(XSD)$
跌超4.4%，
$Arm Holdings PLC ADRhedged(ARMH)$
大跌7.7%： 消息面上，《华尔街日报》周一晚间报道称OpenAI近期未能实现其设定的新用户获取和销售目标，主要原因是竞争加剧，如
$谷歌(GOOG)$
的Gemini去年人气上升、Anthropic PBC在编程和企业市场异军突起！ 报道称，OpenAI的ChatGPT聊天机器人未能在2025年底前实现周活跃用户达到10亿的目标，2026年OpenAI
突发利空，半导体重挫，机会or风险？
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bilibabala
·
04-18
$博通(AVGO)$
[财迷] [财迷] [得意] [得意] [捂脸] [捂脸] 一下就卖飞啦，无法坚定持有了！后市怎么走？把他换成微软，应该可以的。
$博通(AVGO)$ [财迷] [财迷] [得意] [得意] [捂脸] [捂脸] 一下就卖飞啦，无法坚定持有了！后市怎么走？把他换成微软，应该可以的。
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公司概况
公司名称
博通
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.broadcom.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Broadcom Inc.前身为Broadcom Limited，是一家新加坡公司，公司于2018年4月4日在美国进行重组（“Redomicialization Transaction”）。公司是一家设计、开发和提供各种半导体和基础设施软件解决方案的全球技术领导者。公司开发半导体器件，专注于基于复杂数字和混合信号互补金属氧化物半导体（“CMOS”）的器件和基于模拟III-V的产品。他们的解决方案应用于广泛的环境、终端产品和应用，例如企业和人工智能（“AI”）数据中心、服务器和网络和连接设备，以及存储系统、家庭连接设备、机顶盒（“STB”）、宽带接入、电信设备、无线设备和基站、工厂自动化、发电和替代能源系统以及电子显示器。
04-29
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-21
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-10
关联方拟减持公告
Form 144 | Broadcom高管 S. Ram Velaga 拟减持8000股，总价约296万美元
Form 144 | Broadcom高管 S. Ram Velaga 拟减持8000股，总价约296万美元
04-09
关联方拟减持公告
Form 144 | Broadcom董事 Delly Gayla J 拟减持1000股，总价约35.83万美元
Form 144 | Broadcom董事 Delly Gayla J 拟减持1000股，总价约35.83万美元
04-08
关联方拟减持公告
Form 144 | Broadcom高管 S. Ram Velaga 拟减持30215股，总价约1036万美元
Form 144 | Broadcom高管 S. Ram Velaga 拟减持30215股，总价约1036万美元
04-08
关联方拟减持公告
Form 144 | Broadcom董事 PAGE JUSTINE 拟减持2018股，总价约71.2万美元
Form 144 | Broadcom董事 PAGE JUSTINE 拟减持2018股，总价约71.2万美元
04-08
关联方拟减持公告
Form 144 | Broadcom 高管 Charlie B Kawwas 拟减持10000股，市值约345.23万美元
Form 144 | Broadcom 高管 Charlie B Kawwas 拟减持10000股，市值约345.23万美元
04-06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-02
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-25
关联方拟减持公告
Form 144 | Broadcom总经理D95GT, LLC拟减持250226股，总价约8000万美元
Form 144 | Broadcom总经理D95GT, LLC拟减持250226股，总价约8000万美元
03-25
关联方拟减持公告
Form 144 | Broadcom高管 H&S Investments I LP 拟减持531741股，总市值约1.7亿美元
Form 144 | Broadcom高管 H&S Investments I LP 拟减持531741股，总市值约1.7亿美元
03-25
关联方拟减持公告
Form 144 | Broadcom Affiliate Aaron Teats 拟减持9426股，总价约301万美元
Form 144 | Broadcom Affiliate Aaron Teats 拟减持9426股，总价约301万美元
03-25
关联方拟减持公告
Form 144 | Broadcom Inc. 关联人 Samueli Foundation 拟减持240,095股，总价约7,678.68万美元
Form 144 | Broadcom Inc. 关联人 Samueli Foundation 拟减持240,095股，总价约7,678.68万美元
03-18
关联方拟减持公告
Form 144 | Broadcom高管Velaga S. Ram拟减持38841股，总价约1249万美元
Form 144 | Broadcom高管Velaga S. Ram拟减持38841股，总价约1249万美元
03-17
关联方拟减持公告
Form 144 | Broadcom 高管 Kirsten M. Spears 拟减持36292股，总价约1167万美元
Form 144 | Broadcom 高管 Kirsten M. Spears 拟减持36292股，总价约1167万美元
分时
5日
日
周
月
数据加载中...
最高
423.17
今开
415.09
量比
0.58
最低
413.28
昨收
417.43
换手率
0.26%
热议股票
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