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（纳斯达克股票代码：AVGO）股价周三走低，从最近该股加入1万亿美元俱乐部的飙升中回落。以下是你需要知道的内容。
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.
须知：博通股价在过去一周一直在波动，自公布财报以来上涨了近40％。博通股价飙升，此前该公司超出盈利预期，为人工智能相关收入增长提供了强有力的指导。
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.
根据Benzinga Pro的数据，博通第四季度的收入同比增长51％，达到140.5亿美元，但低于预期的140.9亿美元。尽管总收入有所下降，但博通报告称，人工智能收入增长了220％，并预计2025年将实现显著增长。电话会议上围绕人工智能的积极评论也有助于推动上行势头。
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.
博通首席执行官霍克·陈在与分析师和投资者的电话会议上表示，他预计未来几年该公司人工智能芯片的总潜在市场将在600亿至900亿美元之间。据CNBC报道，他还宣布，该公司正在与大型云客户合作开发定制的人工智能芯片。
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.
上周的报告显示，博通正在与苹果公司（纳斯达克股票代码：AAPL）合作开发人工智能芯片。据报道，该公司正在开发人工智能服务器芯片的网络技术。这一消息提振了博通的股价。
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.
自该公司公布第四季度业绩以来，几位分析师已经发布了积极的最新消息。多位分析师维持增持评级，而其他分析师则维持买入评级。新发布的目标股价从205美元到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.
周三博通股价疲软似乎是由于博通市值惊人地飙升至1万亿美元大关之后的获利回吐所致。博通股价本周创下历史新高，因此，鉴于最近一连串的人工智能新闻，投资者试图确定该股的适当价值，该股可能会保持波动。
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，周三，博通是Reddit旗下的WallStreetBets上最受欢迎的股票之一，这表明散户投资者也在扩大该股的规模。
AVGO Price Action: Broadcom shares were down 3.33% at $232.18 at the time of publication Wednesday, according to Benzinga Pro.
AVGO价格走势：根据Benzinga Pro的数据，博通股价在周三发布时下跌3.33％，至232.18美元。
Photo: Shutterstock.
照片：Shutterstock。
