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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-avgo-fy26q3-earnings-custom-ai-networking-window@catalyst-calendar.local
DTSTAMP:20260720T200611Z
DTSTART:20260902T210000Z
DTEND:20260902T223000Z
SUMMARY:Broadcom FY2026 Q3财报与定制AI ASIC/网络需求窗口
DESCRIPTION:Broadcom FY2026 Q3财报预计在9月2日盘后披露，处于60天窗口内；Q2官方披露显示AI半导体收入大幅增长并给出Q3展望。市场关注定制AI加速器、AI网络、客户集中度、软件利润率和VMware整合。\\nImpact score: 74\\nExpected: 验证定制AI ASIC和AI网络需求是否继续加速，影响Broadcom、NVIDIA、Marvell、云客户自研芯片与半导体ETF定价。\\nAffected: AVGO(subject\, mixed\, score 88)\; SMH(etf\, mixed\, score 78)\; SOXX(etf\, mixed\, score 74)\; NVDA(peer\, mixed\, score 62)\; MRVL(peer\, mixed\, score 58)\; META(customer\, mixed\, score 52)\\nSources: Public.com Broadcom earnings page: https://public.com/stocks/avgo/earnings\\nBroadcom Q2 FY2026 Results via PR Newswire: https://www.prnewswire.com/news-releases/broadcom-inc-announces-second-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302790698.html\\nBroadcom IR events and presentations: https://investors.broadcom.com/company-information/past-events\\nBroadcom Investor Center: https://investors.broadcom.com/\\nMarketBeat Broadcom earnings date estimate: https://www.marketbeat.com/stocks/NASDAQ/AVGO/earnings/\\nBroadcom Q2 2026 Transcript Summary: https://fortune.com/company/broadcom/earnings/q2-2026/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-avgo-fy26q3-earnings-custom-ai-networking-window
CATEGORIES:earnings\,US\,earnings\,custom ASIC\,AI networking\,semiconductor\,AI-ASIC\,networking\,guidance\,ASIC\,AI-networking\,VMware
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Broadcom FY2026 Q3财报与定制AI ASIC/网络需求窗口
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DESCRIPTION:Complete post-event review: Broadcom FY2026 Q3财报与定制AI ASIC/网络需求窗口
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