三藏大法师
2024-12-16
搞不懂华尔街那边怎么想的，宁愿去买市盈率182.76的博通
$博通(AVGO)$
，也不买市盈率53的英伟达
$英伟达(NVDA)$
。
博通财报超预期！多少价位值得进场？
博通最新财报数据：营收&EPS双双超预期，第一财季营收指引增速持平上季，AI芯片收入较市场预期高近20%；博通公布将本财年季度股息提高10%，全年股息由此创历史新高。CEO称积压了价值730亿美元的AI产品订单，第四财季从Anthropic获得110亿美元订单，但警告总利润率在收窄。盘后博通先涨后跌，一度跌5%。【大家觉得博通能撑住$380吗？绩后你有何操作策略？】
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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海先生
2024-12-16
海先生
华尔街需要你来接手博通，然后再拉英伟达😏
三藏大法师
:
你先，我来断后
雾烟暗遮世外天
2024-12-17
雾烟暗遮世外天
得看股本数量跟对应市值，明显博通比英伟达好拉
三藏大法师
:
明白了，谢谢！
雾烟暗遮世外天
:
让英伟达一百多市盈率，市值都得去到十万亿刀了
火火兔爸
2024-12-16
火火兔爸
从小量迅速放大，上涨速度这个更快
三藏大法师
:
倒是这么个理
柳琰彬
2024-12-17
柳琰彬
AMD和特斯拉多少市盈率
三藏大法师
:
忘了
二狗大石
2024-12-16
二狗大石
那你就加仓 价值需要时间体现价格
价值投资为王
2024-12-17
价值投资为王
不能这么简单对比
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