$天数智芯(0990_老虎社区_美港股上老虎

$天数智芯(09903)$港股最近分化大，科技股涨多了要回调。但仔细看，涨的都是AI新势力和周期品。而天数智芯左脚踩着AI，右脚跨在半导体周期反转上，完美踏在两个最强的节奏上。特别是海力士提到因为洁净室空间受限无法扩产，这给整个芯片行业的供给侧上了紧箍咒。供给卡死，需求爆炸，会有一波大行情

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