本文来自格隆汇专栏：半导体行业观察编译自fool博通股价已从近期高点下跌约 18%（超过3000亿美金或20000亿人民币），其中大部分跌幅发生在半导体和数据中心网络专家公布第四财季业绩并发布本季度业绩指引之后。有趣的是，此次股价下跌并非由销售疲软引发。事实上，该季度销售额大幅增长。那么，究竟是什么导致股价暴跌呢？归根结底，问题在于管理层对人工智能收入占比不断提高后盈利能力的表态。简而言之，管理层...
Source Link本文来自格隆汇专栏：半导体行业观察编译自fool博通股价已从近期高点下跌约 18%（超过3000亿美金或20000亿人民币），其中大部分跌幅发生在半导体和数据中心网络专家公布第四财季业绩并发布本季度业绩指引之后。有趣的是，此次股价下跌并非由销售疲软引发。事实上，该季度销售额大幅增长。那么，究竟是什么导致股价暴跌呢？归根结底，问题在于管理层对人工智能收入占比不断提高后盈利能力的表态。简而言之，管理层...
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