Broadcom Inc. shares poob rau hnub Tuesday tom qab ntawv tshaj tawm tias Apple Inc. tau ua haujlwm ntawm nws tus kheej lub xov tooj cua zaus (RF) chips, tab sis ib tus kws tshuaj ntsuam xav tsis thoob tias cov phiaj xwm no puas yuav raug tso tseg yog tias lub tuam txhab chip muab lub tuam txhab iPhone zoo dua.
Broadcom
AWG,
-0.34%
shares poob ntau npaum li 4.7% Tuesday thiab kaw 0.3% ntawm $ 574.93, thaum Apple
AAPL,
+ 0.45%
shares tau tawm 0.5%, S&P 500
SPX,
+ 0.70%
Ua tiav 0.7% thiab tech-heavy Nasdaq
COMP,
+ 7.50%
kaw 1% siab dua. Broadcom shares Ua ntej kaw kev lag luam hnub Monday, Bloomberg Xov Xwm tshaj tawm tias Apple tau ua haujlwm ntawm nws tus kheej RF chips, nrog kev cia siab tias yuav muaj nyob rau xyoo 2024 lig.
Hauv tsab ntawv ceeb toom hnub Tuesday, Bernstein tus kws tshuaj ntsuam Stacy Rasgon tau ua lej nyuaj, thiab muab Broadcom's tseem tab tom nrhiav tau ntawm VMware Inc.
VWM,
-0.01%
thiab nws qhov kev hloov pauv txuas ntxiv mus deb ntawm kev ua lub tuam txhab WiFi nti rau hauv ntau dua ntawm cov neeg siv software, xav paub seb nws puas tuaj yeem ua rau muaj txiaj ntsig zoo dua rau RF chips.
Nyeem: Broadcom's 'kev tswj hwm zoo heev' tau txais Wall Street txoj kev ntseeg siab raws li lwm tus neeg tsim khoom tawm tsam
Broadcom yuav poob txog $ 1.50 txog $ 2 ib qho nyiaj tau los ntawm ib feem hauv 2025 yog tias Apple cov nyiaj tau los ploj mus, Rasgon kwv yees, tsuas yog 3% mus rau 4% cuam tshuam rau nws EPS kwv yees ntawm $ 48.11 ib feem. Ntawm 21 tus kws tshuaj ntsuam xyuas uas npog Broadcom, rau qhov muaj qhov nruab nrab 2025 EPS kwv yees ntawm $ 45.42 ib feem. Cuaj kaum muaj kev yuav-qib ntsuam xyuas, thaum ob muaj tuav kev ntaus nqi.
"Cov ntawv cog lus tam sim no ntawm ob lub tuam txhab yuav tas rau xyoo no, thiab yuav tsis tawm ntawm tus cwj pwm los ua ib feem ntawm cov txheej txheem rov sib tham (Apple nyiam tsav kev sib tham nyuaj thiab Broadcom tsis yog kev thawb, qhov tseeb [Broadcom CEO] Hock [Tan] tag nrho tab sis hem kom muag lub lag luam wireless hauv nws tag nrho zaum kawg ib ncig), "Rasgon hais.
Rasgon tau hais txog qhia peb xyoos dhau los tias Broadcom tab tom yuav nws RF nti kev lag luam raws li Wall Street kws tshuaj ntsuam speculated tib yam.
"Thaum kawg ntawm lub hnub thaum Apple lub siab ncaj ncees (lossis tsis muaj) yog ib feem ntawm cov ntaub ntawv dais ntawm Broadcom cov khoom lag luam, peb tsis ntseeg tias qhov cuam tshuam cuam tshuam ntawm no yog cov khoom siv loj heev, thiab los ntawm 2025 wireless thiab Apple yuav yog tus tsav tsheb tsawg dua. tshwj xeeb tshaj yog thaum / yog tias VMware kaw, "tus kws tshuaj ntsuam Bernstein tau hais.
Tau qhov twg los: https://www.marketwatch.com/story/could-apple-wifi-chips-just-be-a-ploy-to-get-a-better-deal-from-broadcom-11673376565?siteid=yhoof2&yptr= yahoo
Puas yog Apple WiFi chips tsuas yog ua haujlwm kom tau txais txiaj ntsig zoo dua los ntawm Broadcom?
Broadcom Inc. shares poob rau hnub Tuesday tom qab ntawv tshaj tawm tias Apple Inc. tau ua haujlwm ntawm nws tus kheej lub xov tooj cua zaus (RF) chips, tab sis ib tus kws tshuaj ntsuam xav tsis thoob tias cov phiaj xwm no puas yuav raug tso tseg yog tias lub tuam txhab chip muab lub tuam txhab iPhone zoo dua.
Broadcom
-0.34%
+ 0.45%
+ 0.70%
+ 7.50%
AWG,
shares poob ntau npaum li 4.7% Tuesday thiab kaw 0.3% ntawm $ 574.93, thaum Apple
AAPL,
shares tau tawm 0.5%, S&P 500
SPX,
Ua tiav 0.7% thiab tech-heavy Nasdaq
COMP,
kaw 1% siab dua. Broadcom shares Ua ntej kaw kev lag luam hnub Monday, Bloomberg Xov Xwm tshaj tawm tias Apple tau ua haujlwm ntawm nws tus kheej RF chips, nrog kev cia siab tias yuav muaj nyob rau xyoo 2024 lig.
Hauv tsab ntawv ceeb toom hnub Tuesday, Bernstein tus kws tshuaj ntsuam Stacy Rasgon tau ua lej nyuaj, thiab muab Broadcom's tseem tab tom nrhiav tau ntawm VMware Inc.
-0.01%
VWM,
thiab nws qhov kev hloov pauv txuas ntxiv mus deb ntawm kev ua lub tuam txhab WiFi nti rau hauv ntau dua ntawm cov neeg siv software, xav paub seb nws puas tuaj yeem ua rau muaj txiaj ntsig zoo dua rau RF chips.
Nyeem: Broadcom's 'kev tswj hwm zoo heev' tau txais Wall Street txoj kev ntseeg siab raws li lwm tus neeg tsim khoom tawm tsam
Broadcom yuav poob txog $ 1.50 txog $ 2 ib qho nyiaj tau los ntawm ib feem hauv 2025 yog tias Apple cov nyiaj tau los ploj mus, Rasgon kwv yees, tsuas yog 3% mus rau 4% cuam tshuam rau nws EPS kwv yees ntawm $ 48.11 ib feem. Ntawm 21 tus kws tshuaj ntsuam xyuas uas npog Broadcom, rau qhov muaj qhov nruab nrab 2025 EPS kwv yees ntawm $ 45.42 ib feem. Cuaj kaum muaj kev yuav-qib ntsuam xyuas, thaum ob muaj tuav kev ntaus nqi.
"Cov ntawv cog lus tam sim no ntawm ob lub tuam txhab yuav tas rau xyoo no, thiab yuav tsis tawm ntawm tus cwj pwm los ua ib feem ntawm cov txheej txheem rov sib tham (Apple nyiam tsav kev sib tham nyuaj thiab Broadcom tsis yog kev thawb, qhov tseeb [Broadcom CEO] Hock [Tan] tag nrho tab sis hem kom muag lub lag luam wireless hauv nws tag nrho zaum kawg ib ncig), "Rasgon hais.
Rasgon tau hais txog qhia peb xyoos dhau los tias Broadcom tab tom yuav nws RF nti kev lag luam raws li Wall Street kws tshuaj ntsuam speculated tib yam.
"Thaum kawg ntawm lub hnub thaum Apple lub siab ncaj ncees (lossis tsis muaj) yog ib feem ntawm cov ntaub ntawv dais ntawm Broadcom cov khoom lag luam, peb tsis ntseeg tias qhov cuam tshuam cuam tshuam ntawm no yog cov khoom siv loj heev, thiab los ntawm 2025 wireless thiab Apple yuav yog tus tsav tsheb tsawg dua. tshwj xeeb tshaj yog thaum / yog tias VMware kaw, "tus kws tshuaj ntsuam Bernstein tau hais.
Tau qhov twg los: https://www.marketwatch.com/story/could-apple-wifi-chips-just-be-a-ploy-to-get-a-better-deal-from-broadcom-11673376565?siteid=yhoof2&yptr= yahoo