今天AVGO這個news, 應該已經price in 了。Hock 在上個ER裏說了這個, 當時市場就猜是OpenAI
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This is why AVGO did not jump like ORCL/AMD did
-三心三意-
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10/13/2025 postreply
08:13:35
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AVGO 之前有過一次大的跳漲了,所以今天比較溫和
-小鬆鬆-
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10/13/2025 postreply
08:36:22
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CNBC上有說AVGO earning 時的$10B deal
-MarieAMare36-
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10/13/2025 postreply
08:39:01
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Hock said it on ER
-三心三意-
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10/13/2025 postreply
08:47:00
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查到了,謝謝
-Austin8-
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10/13/2025 postreply
09:19:14