AVGO · 博通 (Broadcom)

AVGO — 带来源的观点和研究笔记,按原话记录。不是投资建议。

过去 14 天内已发表研究对 AVGO 说了什么

在此窗口内,没有任何被追踪的研究机构把 AVGO 作为文章的主要标的。

每一行都是一个带日期的事实:某个具名来源对 AVGO 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。

日期	研究机构	经由	表态	表态内容
2026-10-02	TMT Breakout	UBS	看多	Buy, price target $470, saying FY27/28 AI guidance looks conservative.
2026-10-02	FundaAI	FundaAI	看多	Says AVGO and MRVL (DSP suppliers) are more secure under a US-content threshold, and MTSI, SMTC and MXL gain incremental TIA and driver demand.
2026-09-03	James Bulltard	unidentified institutional options seller	看多	7,000 $290 November puts sold at 4.28, an economically bullish bet against AVGO breaking below $290.
2026-09-02	TMT Breakout	TMT Breakout	看空	Reads the FY27 AI outlook as underwhelming versus the ~$130B+ buy-side bar, calling the print 'fine' but not thesis-changing near term.

2026年10月6日 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
2026年10月2日 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
2026年10月1日 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
2026年9月8日 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
2026年9月4日 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
2026年9月3日 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
2026年9月2日 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto
2026年9月1日 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes

带来源的观点和研究笔记,按原话记录。不是投资建议。