- 博通发布2028年业绩指引，延长了半导体板块的业绩能见度，此前英伟达给出了强于预期的2027年展望。
- 尽管长期业绩指引乐观，AVGO盘前交易仍下跌3.7%。
- 随着美债收益率回落、道琼斯指数上涨0.9%，大盘整体走高，但博通的财报反应与之形成反差。
来源
- Broadcom in focus as Wall Street digests guidance for 2027, 2028Seekingalpha
- Stock Market Today: Dow Rises As Treasury Yields Fall; Broadcom Falls On Earnings (Live Coverage)Yahoo Finance
- Stock Market Today: Dow Rises As Treasury Yields Fall; Broadcom Falls On Earnings (Live Coverage)Investor's Business Daily