$150 Billion Revenue Becomes the "Watershed" for AI Business! Morgan Stanley Maintains "Overweight" Rating on Broadcom (AVGO.US), Warns That Success Depends on Beating Expectations

智通财经2026/09/02 07:11

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Zhihu Finance APP has noted that Broadcom (AVGO.US) will release its financial report for the third quarter of the 2026 fiscal year after the US stock market closes on September 2 (early morning of September 3 Beijing time). Its performance data is almost certain to be very impressive. Morgan Stanley has clearly pointed out that the real question is whether being merely "impressive" is enough.

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$150 Billion Revenue Becomes the "Watershed" for AI Business! Morgan Stanley Maintains "Overweight" Rating on Broadcom (AVGO.US), Warns That Success Depends on Beating Expectations

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