Broadcom's 2028 demand forecast is here; the fundamentals of AI haven't changed. Don't let short-term fluctuations steer the rhythm.

Wu said that market observer Serenity commented on the recent pullback in the U.S. chip sector (such as NVDA down 4.87%, MU down 7.03%). The media often blame it on the shadow cast by a few major companies, but in fact, Broadcom has already provided strong demand expectations through 2028, and the fundamentals of AI development have not changed; capital expenditures (capex) are actually increasing. She believes that the main driver of this correction is the rising probability of the Federal Reserve raising interest rates. However, she advises investors not to try to trade based on the likelihood of Fed decisions, but to continue to focus on the fundamentals of companies with solid earnings expectations.