The issue is 4 point margin drop

來源: 三心三意 於 2025-12-12 13:08:00 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (360 bytes)

People are concerned that AVGO has to cut price to compete in AI infrastructure space. Hock himself said in the call that lower margin will be compensated by higher revenue growth.

But AVGO was priced for perfection before the ER so this drop is expected given some of the cautious tone.

Investment thesis on AVGO remains unchanged

所有跟帖： 

• 我覺得margin drop is expected, AI這個灘子本來就比它的其他部門利潤低. -lionhill- ♂ 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 12/12/2025 postreply 13:14:51

• 隨著AI收入比重增加margin略微降低expected, no big concern -lionhill- ♂ 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 12/12/2025 postreply 13:18:14

• 是的, it’s ppl finding reason to sell -三心三意- ♂ 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 12/12/2025 postreply 13:26:00

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