The relentless march of artificial intelligence adoption should give quite the lift to the chipmaker's fundamentals.On a generally downbeat Tuesday for the stock market, chipmaker Broadcom (AVGO 0.33%) managed to eke out a gain. The company's share price crawled 0.3% higher, due in no small part to an analyst price target hike, against the 0.7% decline of the S&P 500 index that trading session.Broadly bullishWell before market open, prognosticator C.J. Muse of Cantor Fitzgerald made a double-digit raise to ...

【环球时报综合报道】"美股估值已超越互联网泡沫时期。"美国《华尔街日报》1日发文称，标普500指 数今年虽创下历史新高，但代价不菲：从某些指标来看，美股估值已达空前高位。投资者如今为标普 500指数成分股每1美元营收所支付的代价已创历史新高。上周四，该基准指数的市销率达到3.23倍，刷 新纪录。 市销率又称"股价营收比"或"市值营收比"，为公司市值与主营业务收入之比，是一个重要的股票估值指 标。即如果投资者想拿到公司的1元营收，需要对公司投资多少钱。除市销率外，市盈率同样处于历史 极端水平，不过由于部分巨头公司利润率丰厚，尚未触及最高纪录。目前，标普500指数基于未来12个 月预期盈利的市盈率为22.5倍，远高于2000年以来16.8倍的平均水平。 "标普500指数成分股从未如此昂贵，也从未如此集中于更少的公司。"国际权威评级机构Morningstar指 出，截至8月中旬，苹果、微软、英伟达、亚马逊、Meta、Alphabet和特斯拉这"美股七巨头"的市值之 和已占到标普500总市值的34%。如果再加上博通、伯克希尔哈撒韦和摩根大通这三大巨头，以上10家 公司的市值之和已占到标普500总市值的近四成，创历史新 ...

Since I turned bullish on Broadcom Inc. ( AVGO ) stock in mid-April, , the sentiment surrounding the stock has been extremely positive and its prices have rallied As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extre ...

Key Takeaways Broadcom expects Q3 revenues of $15.8B, up 21% year over year with modest sequential growth.AI revenues are projected to rise 60% to $5.1B, driven by hyperscaler investments in accelerators.VMware's subscription shift and strong Cloud Foundation adoption are expected to lift software growth.Broadcom (AVGO) is set to report its third-quarter fiscal 2025 results on Sept. 4.For third-quarter fiscal 2025, AVGO expects revenues of $15.8 billion. The Zacks Consensus Estimate for revenues is pegged a ...

Key Takeaways After Marvell's (MRVL) guidance in custom silicon last week, there's caution on AVGO's 22X sales valuation.But Broadcom is succeeding wildly with AI sales +220% last year propelled by XPUs and Ethernet.Will the insatiable demand for generative and agentic AI tokens push AVGO back to 40% topline growth?Broadcom ((AVGO) reports its July quarter (Q3FY'25) on Thursday afternoon and investors are eager to hear about the growth story after smaller competitor Marvell ((MRVL) last week offered disappo ...

【导读】全球暴跌 中国基金报记者 泰勒 黑色星期二，欧洲股市跌幅扩大，美股开盘大跌。 全球遭遇黑色星期二 9月2日晚间，欧洲股市开盘之后，跌幅不断扩大，德国股市跌约2%，其他国家主要股指跌约 1.5%。 美股开盘之后，道指跌超500点，纳指、标普指数跌超1%。 | 了 筛选 | 最新价 = | 涨跌幅 = □" | | --- | --- | --- | | 美光科技 | 115.06 | -3.32% | | us MU | | | | 安谋 | 134.03 | -3.10% | | us ARM | | | | 高道 | 155.97 | -2.96% | | us QCOM | | | | 阿斯麦 | 721.30 | -2.87% | | US ASML | | | | 美国超微公司 | 158.62 | -2.47% | | us AMD | | | | 英伟达 | 169.95 | -2.43% | | us NVDA | | | | 英特尔 | 23.77 | -2.38% | | us INTC | | | | 甲骨文 | 221.12 | -2.22% | | us ORCL | | | ...

费城半导体指数跌超2%，微芯科技跌超3.5%，恩智浦、安森美跌近3%，美光科技、阿斯麦、高通、英 伟达、应用材料均跌超2%，博通、英特尔均跌超1%。(格隆汇) ...

SUQIAN, CHINA - MARCH 9, 2025 - An illustration photo shows the Broadcom LOGO displayed on a smartphone in Suqian, Jiangsu province, China on March 9, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)CFOTO/Future Publishing via Getty ImagesBroadcom (NASDAQ: AVGO) is set to announce its earnings on Thursday, September 4, 2025. Historical records indicate that purchasing AVGO stock prior to the earnings announcement has often been a successful strategy. In the past five years, the stoc ...

Investors in American semiconductor giant Broadcom (NASDAQ: AVGO) are set to be rewarded when the company continues its tradition of dividend payments on September 30.According to the company, shareholders of record will receive $0.59 per share, the same amount as the previous payout on June 30, 2025.AVGO stock dividend payment date. Source: Dividend.comBroadcom maintains a forward dividend payout ratio of 28.73%, leaving room for reinvestment while still providing shareholders with a return. Based on the d ...

核心观点 - 博通公司(AVGO)被推荐为优质成长股 具备超越市场的增长潜力和优异回报前景 [2][9][10] - 公司拥有Zacks成长评分B级和Zacks排名第2级(买入)的双重认证 [2][9] - 三大关键增长因素支撑投资逻辑：盈利增长、现金流增长和盈利预期上调 [3][5][7] 盈利增长表现 - 历史EPS增长率达21.8% 远超行业平均水平 [4] - 今年预计EPS增长36.3% 显著超越行业7.5%的平均增长预期 [4] - 双位数盈利增长表明公司具有强劲发展前景 [3] 现金流增长优势 - 当前同比增长率达36.1% 远高于同行多数企业 [5] - 近3-5年化现金流增长率为15.7% 高于行业9.2%的平均水平 [6] - 高现金流积累使公司能够在不募集外部资金的情况下开展新项目 [5] 盈利预期调整趋势 - 当前年度盈利预期出现上调修正 [8] - 过去一个月Zacks共识预期上涨0.2% [8] - 盈利预期修正趋势与短期股价走势存在强相关性 [7] 行业比较 - 半导体行业平均EPS增长预期为7.5% [4] - 行业现金流增长平均值为-4.3% 呈现负增长态势 [5] - 公司多项指标显著优于行业基准 [4][5][6]