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Broadcom Newsroom
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
OpenAI personally gets involved in considering the development of humanoid robots, but it is not a priority compared to large models.
①Currently, the focus is still on strengthening advanced reasoning models and developing AI assistants; ②The robotics companies Figure AI and 1X Technologies, invested by OpenAI, have both launched products; ③OpenAI's greatest advantage may lie in its powerful large models and its strong computing support.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
UBS (AVGO.US) RAISES TARGET PRICE TO $270 TO RAISE AI REVENUE FORECAST
UBS Group released a report stating that it has raised the revenue forecasts for Broadcom (AVGO.US) in the AI Business for 2026 and 2027 by 20% and 40% respectively, to 29 billion dollars and 40 billion dollars. The forecast for custom computing has also been raised to approximately 20 billion dollars and 28 billion dollars. The bank also raised the company's expected AI network revenue for the same period to approximately 8.9 billion dollars and 12.1 billion dollars, reflecting the strong Ethernet content attachment rate as AI infrastructure expands. The bank stated that its new forecast reflects that custom computing will grow to 30% of total revenue by 2027, up from 15% in 2024.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
Broadcom Options Spot-On: On December 24th, 326.93K Contracts Were Traded, With 2.45 Million Open Interest
On December 24th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 326.93K options for the day, of which put options accounted for 25.19% of the total transactions,
Analyst: Broadcom Inc. (AVGO) Is 'Poor Man's' Nvidia
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
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U.S. stocks in the early market | The three major indexes rose, with the Nasdaq up nearly 1%, and Apple and Palantir hitting new highs; Bitcoin returned to $97,000, and the stocks related to Cryptos also rose, with MSTR up nearly 7%.
On the evening of the 24th Beijing time, the US stock market opened slightly higher. Today, the US stock market will close early, and the trading time this week is shortened due to the holiday, with relatively light trading expected during the Christmas period.
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