Wrapmanager削减了目前持有511万美元的博通股票，因人工智能驱动的盈利和股息提升了投资者兴趣。 Wrapmanager trimmed Broadcom shares, now holding $5.11 million, as AI-driven earnings and dividends boost investor interest.

Wrapmanager Inc. 减少了3,577股博通股份，现持有15,480股，价值511万美元，成为第17大持股公司，占其组合的1.6%。 Wrapmanager Inc. reduced its Broadcom stake by 3,577 shares, now holding 15,480 shares worth $5.11 million, making it the 17th largest holding at 1.6% of its portfolio. Broadcom在12月11日公布高额Q4收入, 报称19.5 EPS和18.02亿美元的收入, Broadcom posted strong Q4 earnings on December 11, reporting $1.95 EPS and $18.02 billion in revenue, up 28.2% year-over-year, exceeding estimates. 该公司将其季度红利提高到0.65美元,收益率为0.8%,并预测AI收入将翻一番。 The company raised its quarterly dividend to $0.65, yielding 0.8%, and forecasted AI revenue to double. 分析员预期全年收入为5.38美元,协商一致的“Buy”评级和平均价格目标为433.13美元。 Analysts expect full-year earnings of $5.38, with a consensus “Buy” rating and average price target of $433.13. 在AI增长的驱动下,机构利益仍然很高,诸如ARK、Goldman Sachs和UBS等公司表现出恶毒的情绪。 Institutional interest remains high, driven by AI growth, with firms like ARK, Goldman Sachs, and UBS showing bullish sentiment. 预计即将到来的收益将成为关键的催化剂,重点是引导和总利润率。 Upcoming earnings are expected to be a key catalyst, with focus on guidance and gross margins.