$ARM Holdi_老虎社区_美港股上老虎

究极失眠患者

05-01 15:15

$ARM Holdings(ARM)$ 不满足于只卖图纸了，开始往系统方案和完整芯片方向走。亚马逊AI芯片负责人也挖过去了。这条路要是走通，估值天花板能高一大截。

英特尔逆袭！半导体板块疯涨，你有抓住机会吗？

半导体指数大涨2.26%，逼近历史高点附近。截止4月底，热门概念股英特尔、Arm、Marvell、Micon年内涨幅均超50%。【大家看好半导体板块后续涨势吗？你有抓住哪些机会？】

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