<p>博通（AVGO）股价在周四下跌了 12.6%，原因是这家人工智能芯片制造商报告了稳健但并不出色的财报。该人工智能基础设施公司在财政第二季度的盈利预期上超出约 2%，但收入预期仅勉强达到。</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<p>高信心的 NVDA 空头现在拥有这个 Tradr ETF</p>
<p>像博通、竞争对手英伟达（NVDA）和超微（AMD）这样的股票经历了惊人的上涨，现在的价格已经反映了完美的预期。任何低于卓越的财报都将使人工智能基础设施的高飞者陷入困境。</p>
<h2><strong>要求太高了吗？</strong></h2>
<p>为了理解投资者对这些公司的要求有多高，市场的抛售被归咎于博通首席执行官霍克·谭未能提高公司全年人工智能芯片销售目标。</p>
<p>就在三个月前的 3 月 4 日，谭首次表示博通的人工智能芯片收入可能超过 1000 亿美元。</p>
<p>那时，这一消息被视为重磅消息，博通的股价因此飙升了 23%。现在，这却成了失望。</p>
<h2><strong>博通的图表</strong></h2>
<p>即使在周四的下跌之后，博通的股价今年迄今已上涨超过 20%，过去 12 个月上涨超过 60%。周四的波动似乎是过度反应，可能为博通提供了一个买入机会。</p>
<p>博通周四收盘价为 418 美元。这意味着财报后的抛售仅仅抹去了大约一周的涨幅。在周四之前，博通上一次交易在 418 美元的时间是 5 月 28 日。</p>

博通

2 倍做多 AVGO ETF - Defiance

1 倍做空 AVGO ETF - Direxion

AVGU

2 倍做多 AVGO ETF - Direxion

AVGW

AVGG

<p>博通的股价在公布了稳健但不出色的第二季度财报后下跌了 12.6%，该财报仅略微超过了收入预期，并未提高全年人工智能芯片销售目标。尽管出现抛售，该股年初至今仍大幅上涨。这一下降反映了投资者对人工智能基础设施股票的高期望，分析师表示，过度反应可能提供了一个买入机会</p>

<p>Broadcom (AVGO) shares dropped by 12.6% on Thursday after the AI chipmaker reported solid but unexceptional earnings. The AI infrastructure company beat fiscal second-quarter earnings estimates by about 2%, but barely scraped past revenue estimates.</p>
<div class="lb-trans"><p>博通（AVGO）股价在周四下跌了 12.6%，原因是这家人工智能芯片制造商报告了稳健但并不出色的财报。该人工智能基础设施公司在财政第二季度的盈利预期上超出约 2%，但收入预期仅勉强达到。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><p>High conviction NVDA bears now have this Tradr ETF</p>
<div class="lb-trans"><p>高信心的 NVDA 空头现在拥有这个 Tradr ETF</p>
</div><p>Stocks like Broadcom and competitors Nvidia (NVDA) and Advanced Micro Devices (AMD) have had incredible runs, and now are priced for perfection. Anything less than a stellar earnings report is going to land AI infrastructure high-flyers in the doghouse.</p>
<div class="lb-trans"><p>像博通、竞争对手英伟达（NVDA）和超微（AMD）这样的股票经历了惊人的上涨，现在的价格已经反映了完美的预期。任何低于卓越的财报都将使人工智能基础设施的高飞者陷入困境。</p>
</div><h2><strong>Asking Too Much?</strong></h2>
<div class="lb-trans"><h2><strong>要求太高了吗？</strong></h2>
</div><p>To understand how demanding investors have become of these names, the selloff was blamed on Broadcom CEO Hock Tan's failure to raise the company's full-year target for AI chip sales.</p>
<div class="lb-trans"><p>为了理解投资者对这些公司的要求有多高，市场的抛售被归咎于博通首席执行官霍克·谭未能提高公司全年人工智能芯片销售目标。</p>
</div><p>It was only three months ago, on March 4, that Tan first said Broadcom's AI chip revenues could exceed $100 billion for the year.</p>
<div class="lb-trans"><p>就在三个月前的 3 月 4 日，谭首次表示博通的人工智能芯片收入可能超过 1000 亿美元。</p>
</div><p>Back then, this news was treated as a revelation, and Broadcom shares vaulted higher by 23%. Now, it's a disappointment.</p>
<div class="lb-trans"><p>那时，这一消息被视为重磅消息，博通的股价因此飙升了 23%。现在，这却成了失望。</p>
</div><h2><strong>Charting Broadcom</strong></h2>
<div class="lb-trans"><h2><strong>博通的图表</strong></h2>
</div><p>Even after Thursday's decline, Broadcom shares have gained over 20% so far this year, and have soared over 60% over the past 12 months. Thursday's move seems like an overreaction and may present a buying opportunity for Broadcom.</p>
<div class="lb-trans"><p>即使在周四的下跌之后，博通的股价今年迄今已上涨超过 20%，过去 12 个月上涨超过 60%。周四的波动似乎是过度反应，可能为博通提供了一个买入机会。</p>
</div><p>Broadcom closed on Thursday at $418. This means the post-earnings selloff merely erased about a week's worth of gains. Prior to Thursday, the last time Broadcom traded at $418 was on May 28.</p>
<div class="lb-trans"><p>博通周四收盘价为 418 美元。这意味着财报后的抛售仅仅抹去了大约一周的涨幅。在周四之前，博通上一次交易在 418 美元的时间是 5 月 28 日。</p>
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博通的 ‘好’ 表现还不够好——现在的局势变得有趣