博通：常见问题：股价跑赢需要哪些条件

February 3, 2026 04:47 AM GMT Broadcom Inc. | North America AVGO FAQ: What will it take for the stock to outperform? Following our recent, similar NVDA note, we focus on what needs to happen for AVGO stock to resume its outperformance - clarity on competitive dynamics with TPU & margins on racks; we see a strong multiyear growth path. Key Takeaways We have been somewhat surprised at AVGO's underperformance YTD after a weak close to 2025, and similar to NVIDIA, one of our biggest FAQs so far this year has be ...