- 博通釋出2028年業績指引，延長了半導體板塊的業績能見度，此前英偉達給出了強於預期的2027年展望。
- 儘管長期業績指引樂觀，AVGO盤前交易仍下跌3.7%。
- 隨著美債收益率回落、道瓊斯指數上漲0.9%，大盤整體走高，但博通的財報反應與之形成反差。
來源
- 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