EPISODE · Sep 2, 2026 · 10 MIN
ブロードコム 2026年5-7月期決算｜AI半導体+221%の好決算でも株が下がった理由
from 今朝の10分市況解説
ブロードコム（AVGO）2026年5-7月期決算解説。売上296億ドル(+86%)、AI半導体167億ドル(+221%)と好決算も、次期ガイダンス348億ドルが予想を下回り時間外▼6%。XPUの仕組み・顧客6社・日本株への波及まで解説。
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ブロードコム 2026年5-7月期決算｜AI半導体+221%の好決算でも株が下がった理由
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