蚍蜉先撼小树
05-11
$英特尔(INTC)$
股价翻着倍涨，CPU突然又香了。以前AI只看显卡，现在智能体干活全靠CPU调度，需求一下爆了。这波翻身仗打得漂亮。
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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