Replying t_老虎社区_美港股上老虎

Replying to @不做赔本交易:能做和做好是两个概念，英特尔的先进制程良率一定会很低。//@不做赔本交易:你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事

美光大涨4.52%，财报催化前"悄然蓄势"值得押注吗？

美光今日大涨4.52%，SK海力士上市带动存储链齐涨，外媒称美光"正悄然为强劲的财报催化蓄势"，并被列入Zacks强力买入名单。但也有零售资金"清仓美光去打新海力士"的分流声音，多空在存储龙头的座次上分歧。财报临近、竞品上市，双重变量叠加。美光的蓄势能否等来业绩兑现的临门一脚？

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BrianWashington
05-11
BrianWashington
先进制程最怕良率坑你觉得苹果单能撑多久

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