AI都在降温？

塔子哥的随笔12-12

今天还是很忙，刚刚坐到电脑前......简单说几句。1.博通财报算是整体超预期，幅度还算可以。最关键的AI芯片营收和指引超预期——26FYQ1营收指引给到了80亿usd+，增速翻倍。但之前的动力电话会变成了砸盘元凶，6个季度730亿usd积压订单令人失望，而且没有给出26年AI芯片相关营收指引，还强调低毛利......管理层似乎在学pdd做反向市值管理，难评。2.消息称西恩对H200的需求远超...

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