$美国超微公司(AM_老虎社区_美港股上老虎 - 老虎社区

究极失眠患者

$美国超微公司(AMD)$ 的AI芯片也拿到大单了，Meta、OpenAI都在用。性能追英伟达追得很紧，价格还便宜三成左右，性价比确实高。虽然暂时当不了老大，但抢一块大蛋糕没问题。

美光跌4.71%，三星财报引爆AI存储见顶恐慌？

美光今日下跌4.71%，三星交出创纪录季度却仍不及投资者预期，反而点燃"AI存储需求见顶"的担忧，拖累整个内存板块。SK海力士登陆美股加剧竞争，外媒追问"美光与闪迪是否要为此埋单"。此前的乐观业绩指引与眼下的杀跌形成撕裂。连创纪录的季度都无法托底，存储超级周期是否已过拐点？

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。

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一个人发呆
05-07
一个人发呆
当不了老大就当老二，AI这行老二也能活得很滋润

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