前景令人失望后，博通股价下跌 $520B 市值

大约 12 亿美元的指导偏差导致全球最有价值的芯片公司之一陷入长期下滑

博通刚刚公布了其历史上最强劲的一些收入数据。无论如何，投资者还是卖掉了股票。

这家芯片巨头公布的 2026 财年第二季度营收为 222 亿美元，同比增长 48%。本季度 AI 半导体收入达到 108 亿美元，同比增长 143%。

导致 $520B 下滑的指导缺口

Broadcom 预计 2026 年第三季度的 AI 收入为 160 亿美元。分析师预测其估值约为 172 亿美元。 That $1.2 billion shortfall, against a backdrop of sky-high expectations, was enough to trigger one of the largest single-day destructions of market value in megacap history.

On June 4, shares fell approximately 12 to 15%, erasing somewhere between $280 billion and $340 billion in market capitalization in a single session.从长远来看，大多数标准普尔 500 强公司的总价值都不到 2800 亿美元。博通一天之内就失去了这一点。

抛售并没有就此停止。到 6 月底，该股较近期高点下跌了 20% 以上。自6月初以来累计市值损失达到约5200亿美元。 6 月份，更广泛的半导体行业市值缩水约 1.3 万亿美元。

强劲的业绩，更强烈的期望

The company reiterated its full-year 2026 AI revenue target of $56 billion and maintained its longer-term goal of surpassing $100 billion in AI semiconductor revenue by fiscal 2027.

As of early September 2026, AVGO shares were trading in the $365 to $370 range, down from a year’s peak of around $495, a decline of roughly 25% from the top.