知情人士今日称，欧盟委员会最终是否批准这笔交易，主要取决于博通向竞争对手提供的互操作性补救 措施。对此，欧盟委员会和博通拒绝发表评论。 按计划，欧盟将在7月17日前做出最终的决定。 据报道，多位知情人士今日称，美国芯片制造商博通公司（Broadcom）收购云计算公司VMware交易即 将获得欧盟的有条件批准。 2022年5月，博通宣布将以约610亿美元的价格收购VMware，这是有史以来规模最大的科技交易之一。 随后，全球多家监管机构对此展开了调查，包括美国、英国和欧盟等。 今年4月，欧盟反垄断监管机构欧盟委员会公开反对这笔交易，称除非有充足的补救措施，否则将阻止 该交易。随后，博通针对欧盟的担忧提出了补救措施。 博通主要供应用于数据中心联网的芯片，以及用于助力人工智能（AI）工作的专有芯片。在收购 VMware之前，博通已经进行了多笔大型并购交易，包括收购半导体公司LSI、网络技术制造商 Brocade、大型软件公司CA和网络安全公司赛门铁克的企业安全业务。 其中一位知情人士表示，博通提出的其中一项补救措施专注于"光纤通道主机总线适配器"（FC HBA），主要解决的是竞争对手Marvell Technolo ...

Goldman Sachs maintains a "Buy" rating for Broadcom Inc. (NASDAQ:AVGO) and increases the price target from $380 to $435, reflecting confidence in Broadcom's AI sector performance.Broadcom's third-quarter results show robust revenue and profit growth, supported by promising guidance and an expanding AI pipeline.Despite positive sentiment, Broadcom faces a hold rating due to its premium valuation, with the stock's current price representing a 1.87% increase and indicating significant volatility over the past ...

华纳兄弟探索公司出售进程 - 华纳兄弟探索公司要求竞购方在12月1日前提高报价，之后可能选择与单一竞购方进行独家谈判 [5] - 派拉蒙天空之舞、Netflix和康卡斯特均已提交报价，康卡斯特和Netflix瞄准电影电视工作室及HBO资产，派拉蒙天空之舞则希望收购整个公司 [6] - 公司上月启动战略评估，管理层希望在圣诞节前就是否出售或分拆做出决定 [6] 美股市场表现 - 道琼斯工业平均指数上涨超过650点，涨幅达1.43%，标准普尔500指数攀升0.9%，纳斯达克指数添加0.67% [6][7] - 标准普尔500指数11个板块中有8个收高，医疗保健板块领涨，能源板块是唯一下跌的板块 [8] - 美国银行重申对英伟达、AMD和博通的买入评级，因有报道称Meta可能用谷歌的TPU增强其英伟达GPU [8] 重点公司动态 - 阿里巴巴第三季度营收大幅超预期，其主要业务部门均实现两位数增长，尤其是云智能业务 [9] - 惠普因发布疲弱业绩展望并计划裁员至多6000人而股价大跌 [10] - 年内标准普尔500指数中表现最差的股票包括：富俊（-70.1%）、Trade Desk（-66.8%）、Deckers Outdoor（-57.8%）、露露乐蒙（-53.9%）和高德纳（-51.5%）[10]

That's the bell on Wall Street and now it's market domination over time. We're giving you full coverage of all the moves, get you up to speed on the action from today's trade and Yahoo Finances Jared Blickery joining us now with the latest market action. Jared, >> thank you Josh.Let's take a look at the Dow first. It is leading the majors up 1.43%. It has been green just about the entire day with uh a little bit of red in the opening 30 minutes there.But check out the last three trading days. This is up 3% ...

文章核心观点 - 当前市场存在对股市泡沫的广泛讨论 但预测市场泡沫是徒劳的 因为通常都是错误的猜测 [1] - 保护投资组合免受市场修正影响的最佳方式是实现真正的多元化 而非仅持有名称不同的共同基金 [2][6] - 许多401k计划提供的共同基金看似选择多样 但深入分析其持仓后发现高度集中于少数大型科技股 导致投资者并未实现有效分散 [4][5] 市场泡沫讨论 - 行业普遍关注股市泡沫问题 甚至向英伟达首席执行官黄仁勋询问AI泡沫问题 [2] - 基于37年行业经验 认为事后才能确认是否处于泡沫中 [2] 投资组合多元化问题 - 仅持有来自不同基金家族的多只共同基金或使用多个经纪商/顾问不足以实现多元化 [3] - 需要深入分析投资标的的实际持仓 共同基金可能名不副实 [3][6] 401k计划案例分析 - 由Voya等大型保险提供商管理的401k计划 投资选择往往有限且令人失望 包含过多目标日期基金 [4] - 计划虽包含Vanguard、摩根大通、美国基金、富达、Dodge & Cox等多个基金公司的产品 但实际分散性不足 [4] - 根据晨星数据 部分基金前十大持仓占资产比例从23%到超过60% 尽管基金持有50至200多只股票 但集中度仍然很高 [5] 共同基金持仓集中度 - 不同共同基金实际重仓股高度重叠 包括英伟达、微软、Meta、苹果、Alphabet、博通、亚马逊、礼来和奈飞等公司 [5] - 问题在于这些基金持有相同股票 仅比例不同 在不同经纪商处持有此类基金并非真正的多元化 [5] - 公司不为客户购买共同基金 因为存在此类及其他问题 [5]

Why is Broadcom Inc. ( AVGO ) up so much this week? Well, we can pin the move on bullish words from Salesforce ( CRM ) CEO Marc Benioff . The tech leader and outspoken executive in the SanFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams ...

Why is Broadcom Inc. ( AVGO ) up so much this week? Well, we can pin the move on bullish words from Salesforce ( CRM ) CEO Marc Benioff . The tech leader and outspoken executive in the SanFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with teams ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. Stocks were mixed on Tuesday, with the S & P 500 and Dow Jones Industrial Average up and the Nasdaq Composite down slightly, with Big Tech names under pressure. Nvidia shares fell more than 6% after The Information reported that Meta may use Google's tensor processing units (TPUs) in its data centers starting in 2027. Broadcom , which helps Google design i ...

For years, Google executives have argued that deep, costly research would help the company fend off rivals, defend its turf as the leading search engine and invent the computing platforms of tomorrow. Then ChatGPT came along, presenting the first real threat to Google search in years, even though Google pioneered the tech underpinning OpenAI’s chatbot. Still, Google has plenty of resources that OpenAI doesn’t: a corpus of ready data to train and refine AI models; flowing profits; and its own computing infra ...

Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks in Focus on Wall Street. On November 20, Raymond James assumed coverage on the stock with an “Outperform” rating and a price target of $420.00. Raymond James believes there is upside for several semiconductor stocks, including Nvidia (NVDA), AMD (AMD), and more. “The AI secular theme has taken the wheel, and the strategy of trading the cycle in semis has moved to the back seat. Each of these companies is impressive in its own way. We are AI bulls yet ac ...