信仰充值
2025-12-12
不是好车，不上也罢了，英伟达明显是更好的选择
博通财报超预期！股价能否重启升势？
AI收入翻倍力挺博通上季营收创新高，本季指引也超预期，拟回购多达百亿，并且管理层预计本季度AI半导体收入可达超100亿。【大家看好博通重启升势吗？是否是进场机会？】
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JamesWalton
2025-12-12
JamesWalton
认同，英伟达的护城河确实更稳，确定性高很多
什么也没有了～
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