作 者 | Envision Research 编译 | 华尔街大事件 博通公司 (NASDAQ： AVGO )最近公布了其第二财季业绩预告。如下图所示，该公司公布的业 绩在两个方面均超出市场预期。本文将关注迄今为止较少讨论的两个方面：其AI功能的可扩展性 以及库存水平。 | Latest Quarter's Earnings | | Upcoming Quarter's Earnings | | | --- | --- | --- | --- | | Announce Date | 6/5/2025 | Announce Date | | | EPS Normalized Actual | $1.58 (Beat by$0.01) | EPS Normalized Estimate | $1.66 | | EPS GAAP Actual |$1.03 (Beat by $0.07) | EPS GAAP Estimate |$1.07 | | Revenue Actual | $15.00B | Revenue Estimate |$15.82B | | Revenue Surprise | Bea ...