中文翻译
$AVGO 因 ASIC（专用集成电路）积压订单被抛售，但市场误解了其收入确认时点。$MRVL 的逻辑稍显合理，因为据报道微软的 Maia ASIC 延迟了 6 个月，因此收入确认可能会推迟。显然，如果你现在买入并持有一年，就不需要择时，但我在这里也喜欢这两只股票。
· 个股论点
澄清AVGO与MRVL因ASIC收入确认时点被误读，看好当前买入机会。
英文原文
$AVGO got sold off bc of their ASIC backlog but markets misunderstood how recognition timing works. $MRVL makes a tiny bit more sense bc of Microsoft reportedly had a 6M delay with their Maia asics so revenue recognition might be delayed. Obviously don’t need to time the market if you buy now and just wait a year but I like them both here too