CPU超级周期啊，真_老虎社区_美港股上老虎 - 老虎社区

CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

DIAMOND009
05-06
DIAMOND009
确实，CPU复苏势头很猛！

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":561246114639936,"tweetId":"561246114639936","gmtCreate":1778054665812,"gmtModify":1778054668548,"author":{"id":3472536105367512,"idStr":"3472536105367512","authorId":3472536105367512,"authorIdStr":"3472536105367512","name":"faysl","avatar":"https://static.tigerbbs.com/1695dfcce74f75f324508f53af7967a5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.22","exceedPercentage":"80.01%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":36,"starInvestorFlag":false},"themes":[{"themeId":"49a877d4c33848be98c508f35c54b35c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"芯片股集体回调！何时才能再上车？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":49a877d4c33848be98c508f35c54b35c}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/61eef798454a5d2caf1f6c85bc9c2e95"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦</p></body></html>","htmlText":"<html><head></head><body><p>CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦</p></body></html>","text":"CPU超级周期啊，真的难得，agentic AI需要大量cpu做协调和安排，不光是GPU ，cpu也有自己的春天啦","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/561246114639936","repostId":0,"isVote":1,"tweetType":1,"viewCount":559,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CHAT","AIPO","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":85,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":561255207872288,"commentId":"561255207872288","gmtCreate":1778056975668,"gmtModify":1778147906956,"authorId":3479274771474525,"author":{"id":3479274771474525,"idStr":"3479274771474525","authorId":3479274771474525,"name":"DIAMOND009","avatar":"https://static.laohu8.com/picture100","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":561246114639936,"objectIdStr":"561246114639936","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"确实，CPU复苏势头很猛！","text":"确实，CPU复苏势头很猛！","html":"确实，CPU复苏势头很猛！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/561246114639936"}