The issue is 4 point margin drop

三心三意 · 2025-12-12 13:08:00Z

The issue is 4 point margin drop简介

来源: 三心三意于 2025-12-12 13:08:00 [档案] [博客] [旧帖] [给我悄悄话] 阅读数 : (360 bytes)

回答: 说的也是，我也不记得有全年的指引。可能 73B AI backlog 也是个问题由 verilog 于 2025-12-12 13:03:09

People are concerned that AVGO has to cut price to compete in AI infrastructure space. Hock himself said in the call that lower margin will be compensated by higher revenue growth.

But AVGO was priced for perfection before the ER so this drop is expected given some of the cautious tone.

Investment thesis on AVGO remains unchanged

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所有跟帖：

• 我觉得margin drop is expected, AI这个滩子本来就比它的其他部门利润低. -lionhill- ♂ (0 bytes) () 12/12/2025 postreply 13:14:51

• 随着AI收入比重增加margin略微降低expected, no big concern -lionhill- ♂ (0 bytes) () 12/12/2025 postreply 13:18:14

• 是的, it’s ppl finding reason to sell -三心三意- ♂ (0 bytes) () 12/12/2025 postreply 13:26:00

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