avgo margin will be lower
avgo non AI semi will be flat yoy, and down sequentially
googl seems is competing avgo for ASICs
不是说GOOG跟 AVGO合作做 AI 芯片吗 ？AVGO 到 2T 市值基本上是顶了。它家做系统不行
未知就是风险
2025-12-11 14:45:34avgo margin will be lower