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Broadcom AVGO Q2 FY2026: Record AI Revenue, Why Did the Market Sell?
Broadcom delivered record AI revenue, yet the stock sold off roughly 20% after earnings. This update explains the valuation reset, Google TPU share dilution risk, AI IPO capital reallocation, and the post-selloff valuation map.
AVGO Q2 FY2026：AI 收入創紀錄，市場為何賣？
財報數字亮眼卻換來兩日 20% 大跌——解讀 Google 份額稀釋、三兆 IPO 浪潮，與大跌後的估值地圖