Post
Yuvi.
$AVGO
定制AI芯片需求上升，博通能否继续缩小估值差距？
大型客户希望降低推理成本，定制芯片与高速网络因此获得空间。若订单扩张并保持高利润率，现金流会继续改善。
若客户集中度上升且新增订单放缓，我会降低增长预期。
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