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（納斯達克股票代碼：AVGO）股價週三走低，從最近該股加入1萬億美元俱樂部的飆升中回落。以下是你需要知道的內容。
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.
須知：博通股價在過去一週一直在波動，自公佈業績以來上漲了近40％。博通股價飆升，此前該公司超出盈利預期，爲人工智能相關收入增長提供了強有力的指導。
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.
根據Benzinga Pro的數據，博通第四季度的收入同比增長51％，達到140.5億美元，但低於預期的140.9億美元。儘管總收入有所下降，但博通報告稱，人工智能收入增長了220％，並預計2025年將實現顯著增長。電話會議上圍繞人工智能的積極評論也有助於推動上行勢頭。
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·陳在與分析師和投資者的電話會議上表示，他預計未來幾年該公司人工智能芯片的總潛在市場將在600億至900億美元之間。據CNBC報道，他還宣佈，該公司正在與大型雲客戶合作開發定製的人工智能芯片。
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.
上週的報告顯示，博通正在與蘋果公司（納斯達克股票代碼：AAPL）合作開發人工智能芯片。據報道，該公司正在開發人工智能服務器芯片的網絡技術。這一消息提振了博通的股價。
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.
自該公司公佈第四季度業績以來，幾位分析師已經發布了積極的最新消息。多位分析師維持增持評級，而其他分析師則維持買入評級。新發布的目標股價從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.
週三博通股價疲軟似乎是由於博通市值驚人地飆升至1萬億美元大關之後的獲利回吐所致。博通股價本週創下歷史新高，因此，鑑於最近一連串的人工智能新聞，投資者試圖確定該股的適當價值，該股可能會保持波動。
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，週三，博通是Reddit旗下的WallStreetBets上最受歡迎的股票之一，這表明散戶投資者也在擴大該股的規模。
AVGO Price Action: Broadcom shares were down 3.33% at $232.18 at the time of publication Wednesday, according to Benzinga Pro.
AVGO價格走勢：根據Benzinga Pro的數據，博通股價在週三發佈時下跌3.33％，至232.18美元。
Photo: Shutterstock.
照片：Shutterstock。