AVGO beat ER 是板上钉钉的事，现在不是能不能beat，而是beat多少，有没有可能把300-600亿指引提高
My bet: If Hock does not give indication that 30B-60B 2028 revenu has upside, or if he just reiterarte this number, AVGO stock price will be under pressure.
Tomahawk 6 is said to deliver double the bandwidth of existing Ethernet switches, features seen as increasingly vital for artificial intelligence applications.
My bet: If Hock does not give indication that 30B-60B 2028 revenu has upside, or if he just reiterarte this number, AVGO stock price will be under pressure.
Tomahawk 6 is said to deliver double the bandwidth of existing Ethernet switches, features seen as increasingly vital for artificial intelligence applications.
现在经常是赢者通吃，如果这个产品很重要、很关键，那么会产生虹吸效应，很多做ASIC的Hyperscalers会被吸引到 AVGO这边过来。几个星期前，有rumor说，Marvel 的客户想转移到 AVGO。