博通_一季度预览_预计业绩稳健，AI 动能持续

19 February 2026 | 4:40PM EST Equity Research Broadcom Inc. (AVGO): 1Q Preview: Expect a solid quarter, with continued AI momentum Key stock takeaways: We expect investors to focus on any update to expected AI revenue in FY26, contributions from Google and new XPU customers, and margin trends given the steep ramp of custom XPUs. We believe expectations are relatively low heading into the quarter given "peak CapEx" concerns and worries around AI's disruption of Broadcom's software business. We see upside to ...