从人工智能宠儿到高风险赌注,博通的泡沫是如何破了?

美股研究社
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作者 | Daniel Schönberger编译 | 华尔街大事件自2024年12月以来,博通(NASDAQ:AVGO)下跌了42%,目前仍比历史高点低28.5%。但问题依然存在:这是否是一个买入机会?纵观博通的同行,我们发现其表现并非个例。它只是可能正在破灭的人工智能泡沫的一部分。博通股价较历史最高点下跌了28%,英伟达股价较历史最高点下跌了25%,高通股价下跌了39%。AMD股价甚至较历史...

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