中文翻译
我对 $AVGO 财报的解读是，市场主要误解了其积压订单(backlog)数据。关于 $NVDA GPU 生态系统和 Mag7 ASIC 生态系统的 AI 交易整体逻辑依然成立，但市场却将其视为泡沫破裂+严重不及预期。我们正经历从“AI是下一个大趋势”到“AI是泡沫”，再到“AI是下一个大趋势”，最后又回到“AI是泡沫”的循环。波动性和13%以上的跌幅使得多只股票成为良好的买入机会。
· 个股论点
AVGO财报被误读，AI逻辑未变，大跌提供买入良机。
英文原文
So my takeaway from $AVGO earnings is that it's mainly misunderstood backlog numbers. Overall thesis on AI trade from $NVDA GPU ecosystem and Mag7 ASIC ecosystem is in-tact but the market is treating it like a bubble popping + terrible miss. We're just going from AI is the next big thing -> Ai is a bubble -> AI is the next big thing -> AI is a bubble. Volatility and -13%+ drops makes several names a good buy.