$台积电(TSM)$_老虎社区_美港股上老虎

沙漠追光大海逐风

04-24

$台积电(TSM)$台积电是靠先进制程获取超额利润，快速计提折旧，成熟制程降价打压对手。让对手很难赶超，强烈看好

谷歌I/O大会来袭！是否是上车好时机？

谷歌I/O大会All in AI：发布新模型Gemini Omni和3.5 Flash，搜索框25年来最大改版，Spark智能体首秀，AI眼镜今秋上市。不过尽管举行开发者大会发布新AI功能，谷歌仍跌超2%、领跌科技巨头。

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