1.整体业绩：博通 (AVGO.O) 本季度实现 193 亿美元，同比增长 29%，符合市场预期（192 亿美元）。环比增长 13 亿美元，主要来自于 AI 业务增长的带动。公司本季度毛利率 68.1%，而在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为 75.8%，环比略有下滑（-0.8pct），主要是因为定制 ASIC 业务毛利率相对偏低，而随着占比提升带来了结构性影响。
Yet, until now, the United States never installed an outspoken vaccine critic like Robert F. Kennedy Jr. as a top health official with the power to upend federal childhood vaccine recommendations. Health and Human Services Secretary Kennedy and other top officials in the Trump administration have waged an “unprecedented attack on the nation’s evidence-based childhood immunization schedule,” a lawsuit, filed by 15 states, charged on Tuesday. Their actions will make people sicker and strain state resources, the suit claims.
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