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IEObserve 國際經濟觀察@ieobserve P.2112
IEOBSERVE Telegram 2112
另一個半導體AI大牛股繳出亮眼財報後盤後重挫,Broadcom 博通的Q3財報營收年增47.3%至130億,營業利潤率60.8%也優於預期,EPS $1.24 年增18.1%略優於預期的$1.2。其中半導體解決方案年增4.8%至72.7億,吃掉VMware後基建軟體年增200%至57.9億。

不過Q4財測預估營收年增約50%至140億,低於預期的141億。

CEO Hock Tan預計整個2024財年AI帶來的收入為120億美元,由乙太網路和 AI 資料中心客製化晶片推動。高於先前預測的110億。並說非AI晶片業務整體已經觸底,預計Q4會復甦。明年他仍然相信AI將繼續保持強勁勢頭

被問到說 $AVGO 還會不會在半導體領域尋求收購時,他說不要期待很快會發生任何事,他的重點是整合 VMware,這一過程可能需要兩年時間。

更多財經資訊圖表可以看:https://ieobserv.com/IG



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另一個半導體AI大牛股繳出亮眼財報後盤後重挫,Broadcom 博通的Q3財報營收年增47.3%至130億,營業利潤率60.8%也優於預期,EPS $1.24 年增18.1%略優於預期的$1.2。其中半導體解決方案年增4.8%至72.7億,吃掉VMware後基建軟體年增200%至57.9億。

不過Q4財測預估營收年增約50%至140億,低於預期的141億。

CEO Hock Tan預計整個2024財年AI帶來的收入為120億美元,由乙太網路和 AI 資料中心客製化晶片推動。高於先前預測的110億。並說非AI晶片業務整體已經觸底,預計Q4會復甦。明年他仍然相信AI將繼續保持強勁勢頭

被問到說 $AVGO 還會不會在半導體領域尋求收購時,他說不要期待很快會發生任何事,他的重點是整合 VMware,這一過程可能需要兩年時間。

更多財經資訊圖表可以看:https://ieobserv.com/IG

BY IEObserve 國際經濟觀察




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A few years ago, you had to use a special bot to run a poll on Telegram. Now you can easily do that yourself in two clicks. Hit the Menu icon and select “Create Poll.” Write your question and add up to 10 options. Running polls is a powerful strategy for getting feedback from your audience. If you’re considering the possibility of modifying your channel in any way, be sure to ask your subscribers’ opinions first. On Tuesday, some local media outlets included Sing Tao Daily cited sources as saying the Hong Kong government was considering restricting access to Telegram. Privacy Commissioner for Personal Data Ada Chung told to the Legislative Council on Monday that government officials, police and lawmakers remain the targets of “doxxing” despite a privacy law amendment last year that criminalised the malicious disclosure of personal information. Developing social channels based on exchanging a single message isn’t exactly new, of course. Back in 2014, the “Yo” app was launched with the sole purpose of enabling users to send each other the greeting “Yo.” A vandalised bank during the 2019 protest. File photo: May James/HKFP. 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.
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