只要把AI200和A_老虎社区_美港股上老虎 - 老虎社区

三藏大法师

只要把AI200和AI250芯片在数据中心加速卡和机架上的故事讲好就行 $高通(QCOM)$

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？】

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精彩评论

麦克风都因我动容
2025-11-06
麦克风都因我动容
AI叙事都要破了，才进来。真是吃屎都赶不上热乎的

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