AaronHy
06-02
$英特尔(INTC)$
只打高端局 18a先进封装单挑台积电 Crescent island芯片抢
$英伟达(NVDA)$
ai算力市场…现在被英伟达+arm+台积电锤的股价抬不起头…减点仓位不是不看好英特尔，避其锋芒等后面有好的基本面在接回来。后面主要会看看
$NEBIUS(NBIS)$
$ARM Holdings(ARM)$
还有联想 戴尔 ibm nvts 迈威尔
$微软(MSFT)$
诺基亚 高通 amd等…
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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兔司机不开车
06-02
兔司机不开车
谢谢越哥，和戴尔类似的可以看看HPE慧与，它是从惠普拆出来专门搞企业级硬件业务的，财报非常不错
AaronHy
:
ok的
锦安澜
06-02
锦安澜
谢谢越哥分享，我脑子太笨，看了好久没有理解到文章的意思，你的英特尔是减仓了吗？我看跌下来还加仓了[捂脸][捂脸] 怎么办呀
锦安澜
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安安安按钮
:
谢谢呀
安安安按钮
:
盘中一般会拉 高了就卖掉吧
好运多多多
06-03
好运多多多
微软会不会太弱了…
AaronHy
:
不会 现在便宜啊
迪迪不畏
06-02
迪迪不畏
迈威尔科技估值看到多少 大神
老山古
:
老黄发话了，迈威尔和英特尔那个更值得拥有呢？
趋势懂不懂
06-02
趋势懂不懂
612买不了了，推荐个长期股啊
灬虎虎生威 灬
06-02
灬虎虎生威 灬
感谢越哥，过几天企稳再入
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