博通“第五名客户”是谁?神秘订单引爆投资人焦虑

爱集微
Dec 14, 2025

博通(Broadcom)( AVGO-US ) 是人工智能(AI) 算力扩充潮的大赢家,今年来股价强力上涨,但这波涨势在周五(12 日) 开始降温,CEO陈福阳透露出现第五名客户,但身份保密、订单金额也远低于市场预期,显示投资人正试图更明确掌握博通的客户和成长动能。博通周五(12 日) 终场暴跌11.43%,收在每股359.93 美元,创下自1 月27 日重挫17.4% 以来最糟的一天。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10