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春风不解夏季情

05-09

数据中心和服务器CPU升级的大趋势下，AMD的高核心数和多线程优势是实打实的护城河，AI任务执行更稳，坚定看多AMD

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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