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IEObserve 國際經濟觀察@ieobserve P.1979
IEOBSERVE Telegram 1979
半導體巨頭 Broadcom 博通公布Q3財報,遭遇了普遍半導體的故事,AI相關需求強勁但難以掩蓋整體行業的衰退,企業支出慘淡也影響了軟體產品組合。

$AVGO Q3 財報
🟢 營收年增5%至88.76億 > 預期88.7億
EBITDA 年增7.8%至 58億,營業利潤率43.4%和去年同期比微幅下降
🟢 Non-GAAP EPS $10.54 > 預期 $10.43

Q4 展望
🔴 營收 92.7億(換算年增3.8%) < 預期 92.8億
EBITDA 60.25億(年增9.5%)

雖然AI刺激了半導體業部分需求,但其他領域例如消費電子手機與企業傳統伺服器都呈現放緩局面。博通 CEO Tan 說大型CSP公司對下一代Data Center networking技術需求強勁能支撐營收,但被更廣泛的衰退掩蓋,大公司和電信商購買的設備在減少。

📊到 IEO的IG看更多財經圖表:https://ieobserv.com/IG



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半導體巨頭 Broadcom 博通公布Q3財報,遭遇了普遍半導體的故事,AI相關需求強勁但難以掩蓋整體行業的衰退,企業支出慘淡也影響了軟體產品組合。

$AVGO Q3 財報
🟢 營收年增5%至88.76億 > 預期88.7億
EBITDA 年增7.8%至 58億,營業利潤率43.4%和去年同期比微幅下降
🟢 Non-GAAP EPS $10.54 > 預期 $10.43

Q4 展望
🔴 營收 92.7億(換算年增3.8%) < 預期 92.8億
EBITDA 60.25億(年增9.5%)

雖然AI刺激了半導體業部分需求,但其他領域例如消費電子手機與企業傳統伺服器都呈現放緩局面。博通 CEO Tan 說大型CSP公司對下一代Data Center networking技術需求強勁能支撐營收,但被更廣泛的衰退掩蓋,大公司和電信商購買的設備在減少。

📊到 IEO的IG看更多財經圖表:https://ieobserv.com/IG

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Ng, who had pleaded not guilty to all charges, had been detained for more than 20 months. His channel was said to have contained around 120 messages and photos that incited others to vandalise pro-government shops and commit criminal damage targeting police stations. The court said the defendant had also incited people to commit public nuisance, with messages calling on them to take part in rallies and demonstrations including at Hong Kong International Airport, to block roads and to paralyse the public transportation system. Various forms of protest promoted on the messaging platform included general strikes, lunchtime protests and silent sit-ins. Ng Man-ho, a 27-year-old computer technician, was convicted last month of seven counts of incitement charges after he made use of the 100,000-member Chinese-language channel that he runs and manages to post "seditious messages," which had been shut down since August 2020. In handing down the sentence yesterday, deputy judge Peter Hui Shiu-keung of the district court said that even if Ng did not post the messages, he cannot shirk responsibility as the owner and administrator of such a big group for allowing these messages that incite illegal behaviors to exist. Today, we will address Telegram channels and how to use them for maximum benefit.
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