Sodmos
01-14 15:42
差不多到cpu了，只要泡沫不破还要鸡犬升天一段
集体上调评级！英特尔、AMD上车否？
KeyBanc上调英特尔、AMD两家公司评级至Overweight，表示数据中心需求不再看英伟达，市场开始关注从GPU扩散到CPU、内存、服务器、网络设备的AI投入。【大家有持有AMD/英特尔吗？如果二选一，你更看好哪家公司？】
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YaleBrewster
01-14 16:18
YaleBrewster
泡沫还能吹更大，坐等起飞！
什么也没有了～
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