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。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

AVGO

Wrap · 46 atoms · 2026-06-03 → 2026-06-17 · 信用档先验 cred4

🟦 fact 39 · 🟥 take 7 · stance ▲5/▼1/◆1

覆盖实体 (top 10)

营收指引 (12) · AI半导体 (8) · 毛利率 (8) · 营收 (5) · 软件 (5) · 管理层表态 (4) · 客户 (3) · 需求 (3)

2026-06-04 · AVGO · Mgmt gave unusually detailed customer and GW color: Anthropic +5GW beginning 2027, OpenAI 1.3GW in 2027 as part of a 10GW by 2029 agreement, Meta 3GW through 2028, and two addition
2026-06-03 · AVGO · AVGO AI semi sales were $10.8 vs street at $10.7B and bogeys closer to $11.5B
2026-06-03 · AVGO · Q3 AI semis Guide also weaker at $16B vs street at $17.2B and buyside at $18.5B
2026-06-03 · AVGO · For F26, Ai semis will come in at about $56B (street closer to $57.5B and buyside closer to $60B6)
2026-06-03 · AVGO · on the call they reit F27 outlook of >$100B