微微流年
05-06
$美国超微公司(AMD)$
营收、利润都超预期，数据中心又是主要增长点。连自由现金流都创了纪录。这成绩单没啥好挑的，拿着AMD的今晚应该都挺舒服。
芯片股集体回调！何时才能再上车？
芯片指数收跌3%，高通跌超10%，英特尔跌近7%，闪迪跌超6%，但英伟达盘中跌超2%后转涨、再创收盘历史新高。【大家觉得回调是上车时机吗？现在你的操作策略是？】
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