博通-初步解读：AI 驱动下季度业绩强劲，指引超市场预期

11 December 2025 | 4:29PM EST Equity Research Broadcom Inc. (AVGO): First Take: Strong quarter with guidance above the Street driven by AI Key stock takeaways: We expect the stock to trade up modestly following a solid quarter with guidance above the Street, led by outperformance in AI Semiconductors. 1Q AI Semiconductor revenue guidance as well was above the Street, which suggests ongoing momentum across both XPU and networking, consistent with our checks. On the conference call, we expect investors to foc ...