博通 ( AVGO +5.00% ) 的股价上个月跌幅居前，尽管业绩稳健，但在 6 月初公布第二季度财报后股价大幅下跌。该公司的人工智能收入虽然强劲，但低于预期，管理层承认，主要客户谷歌正在多元化定制芯片（ASIC）的采购。
As a result, the stock finished the month down 15%, according to S&P Global Market Intelligence . As you can see from the chart below, the stock fell sharply after the report and then stayed down. AVGO data by YCharts What happened with Broadcom Broadcom has been one of the biggest winners in the AI boom, and it may be the least-known trillion-dollar company in the country, with a valuation of nearly $2 trillion.然而，对估值过高和人工智能基础设施超支的担忧开始令博通等半导体股票承压，这一点在其收益报告后显而易见。
In the second quarter, Broadcom's revenue grew 48% to $22.2 billion, and adjusted earnings per share increased from $1.58 to $2.44.两项结果均略超预期。
Broadcom also said that semiconductor revenue from AI grew 143% to $10.8 billion, which was better than the company's forecast.它还表示，第三季度人工智能相关收入将增加两倍，达到 160 亿美元，但这略低于 170 亿美元左右的预期。投资者似乎还对该公司没有提高其长期人工智能芯片指导感到失望，因为它继续呼吁 2027 财年的销售额至少达到 1000 亿美元。
纳斯达克：AVGO Broadcom 今日涨跌幅 (5.00%) 18.53 美元 当前价格 389.31 美元 关键数据点 市值 1.8T 美元 仅使用公开交易的已发行股票计算的市值。不包括非上市、私人或双重非交易股票。隐含市值可能会有所不同。市值仅使用公开交易的已发行股票计算。不包括非上市、私人或双重非交易股票。隐含市值可能会有所不同。日内波动 $ 376.89 - $ 395.03 52周波动 $ 269.58 - $ 495.00 成交量 1.2M 平均成交量 26.5M 毛利率 65.66% 股息率 0.69% 博通的下一步展望 展望第三季度，博通预计营收约为 294 亿美元，占 84% growth from the quarter a year ago, and it forecast $19.6 billion in adjusted operating income.该业务显然正在有效执行，但该股近年来飙升如此之大，以至于对该股抱有很高的期望，尽管现在其预期市盈率为 33.5 倍，看起来很合理。
Considering its growth rate, that seems like a fair price to pay, but the market may need to see more evidence that its growth is sustainable. Broadcom seemed to deliver just that on Wednesday, it signed a $30 billion deal to make chips for Apple . The partnership will include a $1.5 billion investment from Apple to help Broadcom expand a Colorado manufacturing facility.消息传出后，博通股价上涨 5%。
Last month's pullback seems to offer a buying opportunity for Broadcom now, given the overall strength of the business. For AI investors , Broadcom's diversification makes it virtually a must-own stock. Read Next Jul 8, 2026 • By Dave Kovaleski Broadcom's AI Revenue Just Jumped 143%.那么，为什么股票会下滑呢？
2026 年 7 月 8 日 • 作者：Keithen Drury 在人工智能抛售中，现在是博通股票的完美买入机会 2026 年 7 月 7 日 • 作者：Eric Volkman 为什么博通股票今天会下跌 2026 年 7 月 7 日 • B