硬件打底，软件吃肉！_老虎社区_美港股上老虎

躺平躺到地狱了

05-09 05:25

硬件打底，软件吃肉！黄仁勋观点就是风向标。短期避险或轮动，长期必须死磕AI应用层爆发。

英特尔再创新高！芯片股还能买哪家？

芯片指数收涨5.5%，和标普、纳指均本周第三日收创最高纪录，美光收涨逾15%，据称达成代工苹果设备芯片的初步协议后，英特尔收涨14%，AMD财报周累计大涨26%。【大家看好哪家表现？】

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