ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter. The strategy focuses on generating high current income, income growth, and capital preservation by investing in high-quality large-cap companies that offer attractive dividends and potential for significant dividend growth. A copy of the letter can be downloaded here. The market continued its high degree of concentration in the fourth quarter of 2025. This is the third ...

据交易所数据显示，12月16日，博通(AVGO)盘中下跌5.06%，截至01:47，报341.701美元/股，成交 119.7亿美元，总市值16136.37亿美元。 财务数据显示，截至2025年11月02日，博通收入总额638.87亿美元，同比增长23.87%；归母净利润 231.26亿美元，同比增长292.3%。 12月11日，博通2025年四季度累计回购金额63.1亿美元。 资料显示，博通公司是一家设计、开发和提供半导体和基础设施软件解决方案的全球技术领导者。博通 领先的产品组合服务于关键市场,包括数据中心、网络、软件、宽带、无线、存储和工业。其解决方案 包括数据中心网络和存储、企业和主机软件,这些解决方案专注于自动化、监控和安全的企业和大型机 软件、智能手机组件、电信和工厂自动化。 本文源自：市场资讯 大事提醒： 作者：行情君 ...

Core Viewpoint - Broadcom is expected to report earnings on December 11, with the options market anticipating a 10.1% price movement in either direction following the announcement [1]. Options Trading Strategy - A bull-put spread can be structured by selling the December 11 expiration 355-strike put and buying the 350 put, which would create a spread trading around 85 cents per share, yielding $85 in premium for a 100-share contract [3][4]. - The maximum risk for this trade is $415, with a break-even point at 354.15, calculated as 355 minus the 85 cents premium [4]. Performance Metrics - If Broadcom stock remains above 355, the trade could yield a 20.5% return on risk by December 12 [4]. - The trade carries a high risk, as a close below 350 on expiration would result in a total loss of the $415 [4]. Company Ratings - Broadcom holds a Composite Rating of 99, an Earnings Per Share Rating of 99, and a Relative Strength Rating of 95, ranking first in the Electronics-Semiconductor Fabless industry group [6]. Company Overview - Broadcom is a global technology leader in semiconductor and infrastructure software solutions, serving various industries including networking, broadband, and data centers [7]. - The company has expanded through innovation and strategic acquisitions, including the recent purchase of VMware to enhance its enterprise software portfolio [8].