ARM这回是真下场了_老虎社区_美港股上老虎

蚍蜉先撼小树

03-26

ARM这回是真下场了，自己造芯片，Meta直接包圆。以前卖图纸，现在卖整颗芯片，这是换赛道。整个芯片板块都被带飞， $美国超微公司(AMD)$ 涨了7个点。算力这条线还在发酵，后面还有得看。

CPU供应持续紧张！AMD&INTC股价涨势能否持续？

传AMD和英特尔CPU涨价消息，股价周三双双大涨。英特尔在被问及此事时表示，已“向客户通报了部分产品的计划价格调整，反映了持续的需求、组件和材料成本的增加以及不断变化的市场动态。”【大家看好两家公司后续涨势吗？接下来你的操作策略是？】

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