Broadcom (AVGO) Forecast: AI Revenue Beyond This Year’s 50–60% Surge

分组1 - Harding Loevner's Global Equity Strategy reported a gross return of 2.62% and a net return of 2.52% for Q3 2025, underperforming the MSCI All Country World Index and MSCI World Index, which returned 7.74% and 7.36% respectively [1] - Year-to-date, the strategy rose 10.61% net, compared to 18.86% and 17.83% for the indexes, indicating a significant gap in performance [1] - The last six months have been characterized as one of the strongest momentum phases in over 70 years, with high-momentum stocks outperforming low-momentum stocks by 45 percentage points, largely driven by advancements in AI [1] 分组2 - Broadcom Inc. (NASDAQ:AVGO) was highlighted as a key stock, with a one-month return of 9.04% and a 52-week gain of 112.24%, closing at $381.03 per share with a market capitalization of $1.799 trillion [2] - In the third quarter of 2025, Broadcom reported record revenue of $16 billion, reflecting a 22% year-over-year increase [4] - The company raised its outlook for the next year, predicting that AI revenue growth will accelerate from the current rate of 50-60%, indicating a positive growth trajectory [3]