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AVGO

Broadcom Inc.
1.7%
Mindshare
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AI 资本开支

近 24h 有 6 篇讨论聚焦「AI 资本开支」,整体偏多(情绪 +0.67)。代表标的:AI、NVDA、CEG、SMR、OKLO。

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Wr/wallstreetbets· A u/ai_maxi· 4 小时前DD
Nvidia to Broadcom - the AI networking trade nobody talks about

Everyone owns $NVDA but $AVGO is the silent winner on custom silicon and networking.

450看多★ 高信号NVDAAVGOAIAI 资本开支