我昨天cc 还没结束就说了情况不好
对，我看到你说股价可能不能支撑44 的 P/E
At 44, it has "highest" PE within Mag7 :)
I think its E will go up shortly, hence reducing P/E ratio
When I say PE, I always refer to next 4 quarters
I agree with you, that is what I mean too
AVGO业务没有任何问题。问题是股价涨的太高太快
确实最近好消息不断，涨太快了，但是，今天一天就抹平了一个月的涨幅
对，他没有提微软的订单，也拒绝提2026 全年的指引
三心三意
2025-12-12 08:31:49我昨天cc 还没结束就说了情况不好