블랙록 / BlackRock, Inc.
Holding $150.4B · 398,213,826 shares
Increased
Report period 06/30/2026
AVGO
Company story
좌우로 넘겨보기 · 탭해서 크게 보기
Market valuation
Market cap
Shows how much the market values the whole company. A larger number usually means the company is viewed as a larger business.
Diluted EPS TTM
Shows how much the company earned for each share over the past year. Higher usually means more earnings are attributed to each share.
Financial health
ROE TTM
Shows how efficiently the company turns shareholders’ capital into profit. Higher can be positive, but heavy debt can also push it up.
ROA TTM
Shows how efficiently the company uses everything it owns to make profit. Higher generally means assets are being used more efficiently.
SEC 13F
Recent quarter-end position changes
Holding $150.4B · 398,213,826 shares
Report period 06/30/2026
Holding $5.7B · 15,131,673 shares
Report period 06/30/2026
Holding $3.6B · 9,612,865 shares
Report period 06/30/2026
MARKET NEWS
Recent market issues linked to this company, with the summary and impact path to review.
보도에 따르면 브로드컴(NASDAQ:AVGO)과 마벨 테크놀로지(NASDAQ:MRVL)는 실적 발표 이후 업데이트를 제공했습니다. 보도문은 해당 업데이트가 커스텀 AI 실리콘과 네트워킹에 대한 기대치를 재조정했다고 서술했습니다.
Impact path · 반도체
보도에 따르면 GPU와 하이퍼스케일러 지출이 헤드라인을 장악하는 가운데 스위치, 광학, 커스텀 실리콘 계층에서 실질적인 성장이 일어나고 있다. 세 개의 네트워킹 종목이 동종 집단에서 분리되었으며 최근 실적 보고서가 그 격차가 확대되고 있음을 시사한다.
Impact path · AI 인프라 지출
SEC CURRENT REPORTS
Current reports filed in the last 90 days. Review the event type and the original SEC filing.
SEC FORM 4
Open-market purchases and sales from retained SEC Form 4 records in the last 90 days.
P/E TTM
Helps you judge whether the current price is high compared with the company’s earnings. A high value can reflect strong growth expectations or a higher price burden.
P/B
Shows how much market expectations exceed the company’s net assets. A high value may mean the price reflects more growth expectations than assets alone.
FCF yield
Shows how much cash the company generates relative to its market value. Higher can mean stronger cash generation for the price paid.
ROIC TTM
Shows how well the core business performs with the money invested in it. Higher generally means better use of operating capital.
Current ratio
Shows how much room the company has to cover near-term bills. Higher can mean more short-term safety, but an unusually high number can also mean cash is tied up.
latest quarter
Cash conversion cycle
Shows how long it takes for sales to come back as cash. A short or negative cycle is usually easier on cash; a long cycle can increase funding pressure.
days · TTM basis
Report period 06/30/2026
Based on reported 13F managers. Filings are delayed and may not reflect current holdings.
엔비디아(NVDA)와 브로드컴(AVGO)이 AI 인프라 붐을 자금조달하기 위해 부채 및 민간 자본시장을 활용하고 있다. 두 최대 칩메이커의 대규모 금융 약정은 매우 강력한 AI 컴퓨팅 수요를 시사한다. 그러나 울프리서치는 동일한 흐름이 장기적 리스크를 동반할 수 있다고 보고 있다.
Impact path · 엔비디아와 브로드컴이 부채 및 민간 자본시장을 통해 AI 인프라 자금을 조달하는 중
SEC Item 8.01, 9.01
4 · No 10b5-1 indicated
Values reflect only SEC-reported open-market P/S transactions. Other transactions are not estimated.
View all Form 4 filings at SEC