这半导体需求这么强，_老虎社区_美港股上老虎

这半导体需求这么强，业绩怎么可能差？很多人在业绩前就买升了，估计是知道了内幕。AI内存需求大增，供不应求，内存控制器这部分的营收肯定能大幅提升 $ARM Holdings(ARM)$

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":524566156718136,"tweetId":"524566156718136","gmtCreate":1769086485704,"gmtModify":1769087967106,"author":{"id":9000000000000229,"idStr":"9000000000000229","authorId":9000000000000229,"authorIdStr":"9000000000000229","name":"爱吃苹果的小李","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":40,"starInvestorFlag":false},"themes":[{"themeId":"49a877d4c33848be98c508f35c54b35c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"抢芯大战升级！AMD、ARM、INTC…布局哪一家？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":49a877d4c33848be98c508f35c54b35c}&rnconfig={\"headerBarHidden\": true}","description":"据最新数据，今年前20天，号称全球经济“金丝雀”的韩国出口半导体总金额达107.3亿美元（约合人民币747亿元），同比大幅增长超70%。这预示着，在AI（人工智能）浪潮下，全球半导体需求仍非常强劲。昨晚芯片股普遍上涨，费城半导体指数涨3.18%，刷新历史新高，英特尔涨超11%，超威半导体涨逾7%，美光科技涨超6%，ARM涨逾6%。【大家都有布局哪一家？】","image":"https://static.tigerbbs.com/61eef798454a5d2caf1f6c85bc9c2e95"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>这半导体需求这么强，业绩怎么可能差？很多人在业绩前就买升了，估计是知道了内幕。AI内存需求大增，供不应求，内存控制器这部分的营收肯定能大幅提升 <a data-mention-id=\"ARM\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a></p></body></html>","htmlText":"<html><head></head><body><p>这半导体需求这么强，业绩怎么可能差？很多人在业绩前就买升了，估计是知道了内幕。AI内存需求大增，供不应求，内存控制器这部分的营收肯定能大幅提升 <a data-mention-id=\"ARM\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings\" href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$</a></p></body></html>","text":"这半导体需求这么强，业绩怎么可能差？很多人在业绩前就买升了，估计是知道了内幕。AI内存需求大增，供不应求，内存控制器这部分的营收肯定能大幅提升 $ARM Holdings(ARM)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/524566156718136","repostId":0,"isVote":1,"tweetType":1,"viewCount":544,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ARM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":152,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/524566156718136"}