作者Deep Value,内容为转载编译,仅为呈现不同市场观点与研究视角,并不意味着本公众号对文中观点结论认可。【如需和我们交流可扫码添加进社群】在博通公司(AVGO)即将发布 2026 财年第一季度财报之际,分析师将下调对该股的评级,原因是自去年 12 月覆盖以来,科技板块(尤其是人工智能领域)的市场情绪并未改善。自那时起,尽管公司增长逻辑基本完好,股价却基本横盘震荡。公司给出的 2026 财年...
Source Link作者Deep Value,内容为转载编译,仅为呈现不同市场观点与研究视角,并不意味着本公众号对文中观点结论认可。【如需和我们交流可扫码添加进社群】在博通公司(AVGO)即将发布 2026 财年第一季度财报之际,分析师将下调对该股的评级,原因是自去年 12 月覆盖以来,科技板块(尤其是人工智能领域)的市场情绪并未改善。自那时起,尽管公司增长逻辑基本完好,股价却基本横盘震荡。公司给出的 2026 财年...
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