$美国超微公司(AM_老虎社区_美港股上老虎

蚍蜉先撼小树

05-06

$美国超微公司(AMD)$ 现在唯一的问题就是产能不够。台积电那边排着队，AMD的货供不应求。但越缺货，定价权就越强，利润空间反而更大。这种紧缺状态持续得越久，股价越能扛。

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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