我的观点：SMCI需_老虎社区_美港股上老虎 - 老虎社区

社区老大哥

我的观点：SMCI需超高预期以匹配泡沫。高通求手机回暖及汽车IoT的多元化印证。三者中，ARM凭借其高毛利IP许可模式，以及在边缘AI计算的战略卡位，风险收益比最优，吃肉机会最确定。

高通下跌，Arm上涨！你有押对吗？

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

影子作手2049
11-05
影子作手2049
你这个分析好扎实，ARM确实有优势
时空下流浪
11-05
时空下流浪
看好ARM！👍

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