$150 Billion Revenue Becomes the "Watershed" for AI Business! Morgan Stanley Maintains "Overweight" Rating on Broadcom (AVGO.US), Warns That Success Depends on Beating Expectations

Zhihu Finance APP has noted that Broadcom (AVGO.US) will release its financial report for the third quarter of the 2026 fiscal year after the US stock market closes on September 2 (early morning of September 3 Beijing time). Its performance data is almost certain to be very impressive. Morgan Stanley has clearly pointed out that the real question is whether being merely "impressive" is enough.