作者 | Juxtaposed Ideas编译 | 华尔街大事件在 2024 年 9 月,博通公司( NASDAQ: AVGO )通过定制硅片和更高的网络需求实现的强劲增长前景,这支持了出色的营收扩张、高利润的订阅/服务部门以及强劲的企业积压订单。尽管收购 VMware 导致债务增加,但其充足的自由现金流和对股东回报的承诺使其成为引人注目的高增长投资论点,因此分析师当时重申买入评级。自那时起,博通...
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