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Yuvi.
$AVGO
博通的优势，是同时站在定制AI芯片和网络连接两端。
大型云客户扩建集群时，不只需要计算芯片，也需要高速交换、互连和定制方案。订单若从单一客户扩散，收入质量会更稳。
需要盯住AI收入增速、非AI业务复苏和并购后的现金流。若客户集中度上升或资本开支周期转弱，高估值会迅速暴露风险。
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