海外行业报告 | 行业动态研究 | --- | --- | --- | --- | |--------------------------------------------------------|-------|-----------------------------|----------------------------------------------| | 海外 | | | 证券研究报告 \n2024 年 09 月 12 日 | | 博通 FY24Q3 点评： AI 需求强劲， VMware 增速亮 | | 作者 | | | 眼， Q4 收入指引略低于预期 | | 孔蓉 SAC 执业证书编号： | 分析师 S1110521020002 | 事件：博通发布 FY24Q3 财报。FY24Q3 收入为 130.7 亿美元，略超一致预期 0.4%。 经调整净利润 75.1 亿美元，超一致预期 25.8%。分业务来看，基础设施软件业务收 入 58.0 亿美元，超彭博一致预期 5.4%。半导体业务收入 72.7 亿美元，低于一致预 期 1.8%。 基础设施软件业务：VMware 业务模式的转型进展顺利。 ...

Surprisingly strong results and hopes for a rate cut are powering these AI specialists.Most market watchers would agree that one of the dominant forces driving the market rally over the past year is advancements in the field of artificial intelligence (AI). On the other hand, investors have kept a sharp eye on the trajectory of the economy as inflation continues to wane. Recent economic indicators suggest conditions are ripe for the Federal Reserve Bank to begin interest rate cuts, which could happen as soo ...

Have you evaluated the performance of Broadcom Inc.'s (AVGO) international operations during the quarter that concluded in July 2024? Considering the extensive worldwide presence of this chipmaker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth tr ...

Can this high-flying semiconductor stock start rising once again following its post-earnings setback?Broadcom (AVGO 6.79%) investors got a reality check last week following the release of the company's fiscal 2024 third-quarter results (for the three months ended Aug. 4). As a result, shares of the semiconductor giant tumbled more than 10% in a single session, even though its revenue and earnings exceeded expectations. The chipmaker fell victim to Wall Street's ambitious expectations as its guidance for the ...

股 票 研 究 [Table_Market] 海 外 公 司 （ 美 国 ） 证 券 研 究 报 告 国泰君安版权所有发送给上海东方财富金融数据服务有限公司.东财接收研报邮箱.ybjieshou@eastmoney.com p1 VMware 整合顺利，AI 指引再次上调 博通(AVGO.O) [Table_Industry] 海外信息科技 [Table_Invest] 评级： 谨慎增持 ——FY24Q3 业绩点评 [table_Authors] 秦和平(分析师) 0755-23976666 qinheping027734@gtjas.com 登记编号 S0880523110003 本报告导读： AI 收入指引再次上调，非 AI 半导体业务短期承压，有望在 Q3 触底后回升。VMware 整合顺利，利润有望逐季释放。 投资要点： [Table_Summary] 盈利预测与估值：随着 AI 应用不断创新和渗透，算力基建需求持续 加大，我们认为公司的 AI ASIC、以太网交换芯片及其他互联产品 需求将充分受益。软件业务方面，原有软件业务经营稳健，VMware 整合顺利，协同效应带来利润释放。我们调整 2024- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 4, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Broadcom Inc. (Exact name of registrant as specified in its charter) Delaware 001-38449 35-2617337 (State or other jurisdiction of incorporation or organiz ...

These stocks boosted payouts by a compound annual growth rate of more than 18% over the past decade.A dividend yield offers some insight into how a stock will perform. However, investors who rely solely on the yield to determine a stock's worthiness for investment can miss out on some great dividend growth stocks that might have better long-term potential to generate returns. Lower-yield stocks that aggressively increase their payouts year after year offer opportunities as well. That's why closer looks are ...

Broadcom has been one of the hottest AI stocks. Is its pullback an opportunity?Broadcom (AVGO 5.25%) has emerged as a key player in the artificial intelligence races, perhaps second only to Nvidia in terms of the benefit and uplift from the AI infrastructure buildout.But like Nvidia, the stock also sold off mightily after its recent third quarter earnings report. While revenue and earnings per share beat expectations, Broadcom's guidance was on the lighter side compared with high analyst expectations.With t ...

BlackJack3D I wrote about Broadcom Inc. (NASDAQ:AVGO) stock before earnings. Broadcom reported better-than-expected earnings results but failed to deliver the desired guidance. This "sell-the-news" dynamic became a familiar theme this past earnings season. NVIDIA Corporation (NVDA) and other market-leading stocks have declined post-earnings, many after providing better than anticipated earnings and solid guidance, like Broadcom. While we may see a mild, transitory slowdown in the AI enterprise market, it is ...

Early investors in this stellar semiconductor stock have seen their investments soar in value.You don't have to study stock charts daily to know that artificial intelligence (AI) stocks have been all the rage for the past couple of years. The market's voracious appetite for semiconductor stocks, in particular, has resulted in shares of leading manufacturers like Broadcom (AVGO 2.19%) soaring in value.But exactly how much have early investors in Broadcom benefited from the growing enthusiasm for AI stock? A ...