Semiconductor giantBroadcom Inc(NASDAQ:AVGO) is one of the biggest earnings stories of the week with the company set to report third-quarter financial results Wednesday after market close.
半導體巨頭博通公司（納斯達克代碼：AVGO）是本周最重要的業績事件之一，該公司將於周三盤後公佈第三季度財務業績。
Here are the earnings estimates, what experts are saying ahead of the report and the key items to watch.
以下是業績前的盈利預期、專家觀點以及需要關注的關鍵事項。
Broadcom Q3 Earnings Estimates
博通第三季度盈利預期
Analysts expect Broadcom to report third-quarter revenue of $29.36 billion, up from $15.95 billion in last year's third quarter, according to data from Benzinga Pro.
根據Benzinga Pro的數據，分析師預計博通第三季度營收將達到$293.6億，高於去年同期第三季度的$159.5億。
The company missed revenue estimates in the second quarter but has beaten estimates in eight of the last 10 quarters. Analysts are expecting another record quarter with the second quarter total of $22.19 billion the current quarterly revenue record total.
該公司在第二季度未能達到營收預期，但在過去10個季度中有8個季度超出預期。分析師預計本季度將再創紀錄，目前季度營收紀錄為第二季度的$221.9億。
Analysts expect Broadcom to report third-quarter earnings per share of $3.24, up from $1.69 in last year's third quarter.
分析師預計博通第三季度每股收益為$3.24，高於去年同期第三季度的$1.69。
The company has beaten analyst estimates for earnings per share in six straight quarters and in nine of the last 10 quarters.
該公司已連續六個季度以及在過去十個季度中的九個季度超出分析師對每股收益的預期。
What Experts Are Saying
專家觀點
Broadcom's earnings report comes after a strong double beat and impressive guidance from peerNvidia Corporation(NASDAQ:NVDA).
博通的業績發佈之前，同行輝達公司（納斯達克代碼：NVDA）剛剛公佈了強勁的雙項超預期業績和令人印象深刻的業績指引。
Freedom Capital Markets Chief Market Strategist Jay Woods says that Broadcom tends to follow Nvidia.
Freedom Capital Markets首席市場策略師Jay Woods表示，博通往往緊隨輝達的步伐。
"After Nvidia forecast roughly 70% revenue growth next fiscal year it puts added pressure on Broadcom," Woods said in a weekly newsletter. "Nvidia proved the AI party isn't over. Now Broadcom has to prove it's getting a bigger invitation."
Woods在一份每周通訊中表示：「在輝達預測下一財年營收增長約70%之後，這給博通帶來了額外的壓力。輝達證明了AI熱潮並未結束。現在博通必須證明自己收到了更大的邀請。」
Woods says investors should watch guidance to see if Broadcom keeps raising the bar.
Woods表示，投資者應關注業績指引，以觀察博通是否會繼續提高預期標準。
"As expectations remain elevated, investors will want another strong outlook showing that AI growth carries into fiscal 2027 while margins remain healthy."
「鑑於市場預期仍然高企，投資者將希望看到另一個強勁的前景指引，表明人工智慧（AI）增長勢頭將持續至2027財年，同時利潤率保持健康水平。」
AI growth, VMware integration and recurring infrastructure-software growth are other areas Woods says to watch Wednesday.
AI增長、VMware整合以及基礎設施軟件的經常性收入增長是Woods認為周三值得關注的其他領域。
Here are recent analyst ratings on Broadcom stock and their price targets:
以下是近期分析師對博通股票的評級及其目標價：
- RBC Capital: Maintained Sector Perform rating, with price target of $400
- BMO Capital: Initiated with Outperform rating, with price target of $455
- Erste Group: Downgraded from Buy to Hold, with no price target
- RBC Capital：維持「行業表現」評級，目標價為$400
- BMO Capital：首次覆蓋給予「跑贏大市」評級，目標價為$455
- Erste Group：將評級從「買入」下調至「持有」，未給出目標價
Key Items to Watch
需關注的關鍵事項
After a mixed second quarter and record numbers from Nvidia recently, expectations for Broadcom could be among the highest they've been. This could make the stock incredibly volatile depending on which direction the stock heads.
在博通第二季度業績喜憂參半、輝達近期公佈創紀錄數據之後，市場對博通的預期可能已達到前所未有的高點。這可能導致該股出現劇烈波動，具體走勢取決於業績結果的方向。
Several large ETFs will be on watch, with Broadcom a key component.
多隻大型ETF也將受到關注，因為博通是其中的關鍵成分股。
Broadcom is the sixth largest stock in theSPDR S&P 500 ETF Trust(NYSE:SPY) at 2.65%. The stock is also the 10thlargest holding in theInvesco QQQ Trust(NASDAQ:QQQ) at 2.80%. Broadcom is also among the largest holding in many technology and semiconductor sector funds.
博通是標普500指數ETF-SPDR（紐約證券交易所代碼：SPY）的第六大持倉股，權重為2.65%。該股同時也是納指100ETF-Invesco QQQ Trust（納斯達克代碼：QQQ）的第十大持倉股，權重為2.80%。此外，博通還是眾多科技及半導體行業基金的最大持倉股之一。
Semiconductor revenue from AI will be a key in Wednesday' report. That figure grew 143% year-over-year to $10.8 billion in the second quarter, above company expectations. In the third quarter, the company expects that figure to grow 200% year-over-year to $16 billion.
周三業績中的AI相關半導體收入將是關鍵數據。該數字在第二季度同比增長143%，達到$108億，超出公司預期。公司預計第三季度該數字將同比增長200%，達到$160億。
Failure to hit that number could be a big negative for the stock, while exceeding could be a catalyst to take shares higher.
若未能達到該數字，可能會對股價造成重大負面影響，而若超出預期，則可能成為推動股價進一步上漲的催化劑。
Broadcom Stock Price Action
博通股價走勢
Broadcom stock is down 0.4% to $368.82 on Tuesday versus a 52-week trading range of $287.17 to $495.00. Broadcom stock is up 6.1% year-to-date in 2026. Shares are up 23.7% over the last month, enjoying a nice rally. Earnings could act as a major catalyst with the company's all-time highs set in June well in reach with shares down around 25% from that level.
周二，博通股價下跌0.4%，至$368.82，52周交易區間為$287.17至$495.00。2026年迄今，博通股價已上漲6.1%。過去一個月，股價上漲了23.7%，迎來了一波不錯的漲勢。隨著公司股價較6月創下的歷史高點回落約25%，此次業績可能成為重大催化劑，助力股價重新挑戰歷史新高。(Benzinga)