文 | AlphaEngineer今天继续给大家带来 “一页纸” 讲透美股公司系列,本期的主角是ASIC龙头:Broadcom( AVGO )。博通2025财年Q3的答卷符合市场预期:159.5亿美元营收,同比 +22%。核心驱动力是两大引擎:AI 业务猛踩油门,VMware并表后的软件收入兜底。最抢镜的依旧是数据中心定制 ASIC,客户名单从3家扩到4家,新面孔据传是 OpenAI,一出手就甩出...
Source Link文 | AlphaEngineer今天继续给大家带来 “一页纸” 讲透美股公司系列,本期的主角是ASIC龙头:Broadcom( AVGO )。博通2025财年Q3的答卷符合市场预期:159.5亿美元营收,同比 +22%。核心驱动力是两大引擎:AI 业务猛踩油门,VMware并表后的软件收入兜底。最抢镜的依旧是数据中心定制 ASIC,客户名单从3家扩到4家,新面孔据传是 OpenAI,一出手就甩出...
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