What's Going On With Broadcom Stock?
What's Going On With Broadcom Stock?
Broadcom CEO Broadcom Inc (NASDAQ:AVGO) shares are trading lower Wednesday, pulling back from a recent surge that saw the stock join the $1 trillion club. Here's a look at what you need to know.
博通公司 (納斯達克:AVGO) 的股票在週三交易中下跌，回調至最近一波上漲後，股價曾加入萬億市值俱樂部。以下是您需要了解的內容。
What To Know: Broadcom shares have been on a tear over the past week, gaining nearly 40% since reporting earnings. Broadcom shares soared after the company beat earnings estimates and provided strong guidance for AI-related revenue growth.
需要知道的事項：博通的股票在過去一週表現強勁，自報告業績以來上漲了近40%。在公司超出盈利預期並對人工智能相關營業收入增長給予強勁指引後，博通的股票飆升。
Broadcom's fourth-quarter revenue was up 51% year-over-year to $14.05 billion, but came up short of estimates of $14.09 billion, according to Benzinga Pro. Despite the miss on overall revenue, Broadcom reported a 220% increase in AI revenue and guided for significant growth in 2025. Positive commentary surrounding AI on the call also helped drive momentum to the upside.
博通的第四季度營業收入同比增長51%，達到140.5億美元，但不及140.9億的預期，根據Benzinga Pro的報道。儘管整體營業收入未達標，博通卻報告了人工智能營業收入增加220%，並預計2025年將實現顯著增長。關於人工智能的積極評論也幫助推動了股價的上漲。
Broadcom CEO Hock Tan said on the call with analysts and investors that he expects the total addressable market for the company's AI chips to be between $60 billion and $90 billion over the next few years. He also announced that the company was working on custom AI chips with large cloud customers, per CNBC.
博通首席執行官霍克·譚在與分析師和投資者的電話會議上表示，他預計公司人工智能芯片的總可尋址市場在未來幾年將介於600億至900億之間。他還宣佈公司正在與大型雲客戶合作開發定製的人工智能芯片，根據CNBC的報道。
Reports from last week suggested that Broadcom was working with Apple Inc (NASDAQ:AAPL) on AI chip development. The company is reportedly working on development of an AI server chip's networking technology. Broadcom shares got a boost from the news.
上週的報道建議博通正在與蘋果公司 (納斯達克:AAPL) 合作開發人工智能芯片。該公司據稱正在開發人工智能服務器芯片的網絡技術。博通的股價因這一消息而受到提振。
Several analysts have weighed in with positive updates since the company reported fourth-quarter results. Multiple analysts maintained Overweight ratings, while others kept Buy ratings on the name. Newly-issued price targets range from $205 to $255.
自公司發佈第四季度結果以來，數位分析師提供了積極更新。多個分析師維持了超配評級，而其他分析師則對該股票持有買入評級。新發布的價格目標範圍從205到255美元不等。
The weakness in Broadcom shares on Wednesday appears to be due to profit-taking in the wake of Broadcom's incredible surge above the $1 trillion market cap mark. Broadcom shares hit new all-time highs this week, so the stock is likely to remain volatile as investors try to determine the appropriate value of the stock given the recent string of AI news.
博通股票在週三的弱勢似乎是由於在博通令人難以置信的股價超過萬億市值標記後的獲利了結。博通的股票本週創下新歷史高點，因此投資者在嘗試判斷該股的適當價值時，股票可能會保持波動，因爲最近有關人工智能的消息層出不窮。
It's worth noting that Broadcom was among the top trending stocks on Reddit's WallStreetBets on Wednesday, suggesting retail investors are also sizing up the name.
值得注意的是，博通是週三Reddit的WSB熱門概念中最受關注的股票之一，這表明散戶投資者也在關注該股票的表現。
AVGO Price Action: Broadcom shares were down 3.33% at $232.18 at the time of publication Wednesday, according to Benzinga Pro.
AVGO價格動態：根據Benzinga Pro的數據，博通股票在發佈時下跌了3.33%，價格爲232.18美元。
Photo: Shutterstock.
照片：shutterstock。
譯文內容由第三人軟體翻譯。
