BROADCOM博通
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历史观点（3 条，最新在上）
- English · 原文Fun times with market corrections. Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%. Funny to see media always trying to explain like: "Micron suffers record wipeout as Broadcom casts a shadow over chip stocks " Broadcom projected insatiable demand into 2028, just made up narratives. Nothing's changed the AI buildout aside from increasing capex. Main material thing was rate hike probabilities increase. But you have random ones like these few times a year into ATHs. Personally wouldn't try and trade fed decision probabilities and stay long on current company projections (eg. $AAOI $471m h1 2027)中文 · 翻译市场回调的时候还挺有意思的。 从 $NVDA 跌 4.87% 到 $MU 跌 7.03%。高贝塔票像 $PL 直接跌了 22.02%。 挺好笑的，媒体总在那拼命解释，比如： "博通给芯片股蒙上阴影，美光遭遇创纪录暴跌" 博通预测需求旺盛到 2028 年，纯粹是编故事。AI 基建这边除了资本支出在增加，什么都没变。 真正实质性的变化是加息概率上升了。 但每年总有那么几次，在大涨新高之后冒出这类随机回调。 我个人不会去押注美联储决策的概率，继续拿着现有公司指引的仓位（比如 $AAOI 2027 上半年 4.71 亿美元）。
- English · 原文DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally the most groundbreaking news for Sivers in history. As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route. I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue. To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.中文 · 翻译兄弟们，你们听到了吗？ 路透社：Sivers 与 Globalfoundries 达成新战略合作。 $SIVE 现在宣布，它的激光器将被集成到基于 Globalfoundries 硅光平台构建的参考设计中。 用于可插拔光收发器、CPO 和硅光。 这对于 Sivers 来说，从根本上讲，是公司历史上最具突破性的消息。 博通、英伟达、迈威尔、AMD，以及任何通过 GFS 硅光平台的公司，都将把 Sivers 的激光器作为默认路线。 我个人认为，单凭这条消息，从中期来看，应该就能轻松让 Sivers 的市值翻倍或三倍，因为这对他们的营收来说是根本性的利好。 让 Sivers 成为众多使用全球领先光子学晶圆厂的超大规模企业的标准激光器路线。
- English · 原文在媒体关于芯片股的叙事中被提及，KOL驳斥该叙事为“捏造”，尽管博通自身有强劲需求预测。中文 · 翻译中文翻译生成中