以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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$AVGO
8 atoms · 跨 3 天 · 首见 2026-06-04 · 最近 2026-06-26
三色: 🟦 fact 1 · 🟥 take 7 · stance ▲2/▼5/◆1
来源: X 8
时态: fresh:8
标签: 好观点:5 · 好数字:3 · 好信源:1
叙事 (narrative) (6)
- 2026-06-04 · 基础设施融资规模
$35B infrastructure financing machine
tags: 好数字 · → daily
value: qty=$35B · date=future
- 2026-06-08 · superior laser design and fabrication process
$LITE and $AVGO have superior laser design and fabrication process
tags: 好观点 · → daily
- 2026-06-08 · can deliver same noise performance and power with much shorter cavity length
They can deliver same noise performance and power with much shorter cavity length
tags: 好观点 · → daily
- 2026-06-04 · 客户锁定情况
multi year lock ups with $META $GOOGL and OpenAI leave $MRVL fighting for scraps in custom silicon
tags: 好观点 · → daily
- 2026-06-04 · CPO 市场地位声明
AVGO claiming 'de facto standard' in CPO strikes right at MRVL’s core optics thesis
tags: 好观点 · → daily
- 2026-06-04 · 数据中心融资合作方
sheer scale and the financial moat Broadcom just deployed with $APO and $BX for 20 GW
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-06-04 · AI 营收指引
$56B AI guide
tags: 好数字·好信源 · → daily
value: qty=$56B · date=future
事实 (fact) (1)
- 2026-06-26 · 从历史高点跌幅
Broadcom, $AVGO: -26%
tags: 好数字 · → daily
value: qty=-26% · date=2026-06-26
时间轴 (近 20)
- 2026-06-26 ·
fact · 从历史高点跌幅 · → daily
- 2026-06-08 ·
narrative · superior laser design and fabrication process · → daily
- 2026-06-08 ·
narrative · can deliver same noise performance and power with much short · → daily
- 2026-06-04 ·
forecast · AI 营收指引 · → daily
- 2026-06-04 ·
narrative · 客户锁定情况 · → daily
- 2026-06-04 ·
narrative · CPO 市场地位声明 · → daily
- 2026-06-04 ·
narrative · 基础设施融资规模 · → daily
- 2026-06-04 ·
narrative · 数据中心融资合作方 · → daily
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