robot
06-02
arm的系统适配不行啊,软件各方面都有问题,尤其是win的用户,ai c端推广离不开现实工作环境,那么注定除了英特尔之外没有任何对手,这个护城河足够英特尔走出下一步的步伐了,amd例外!
博通暴跌,AI收入指引逊色,会跌破400美元吗??
博通Q2财报beat、AI收入同比翻倍以上,但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支,财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变,只是短期估值跑得太前。AI芯片龙头财报后被错杀,还是估值见顶的信号?你会逢跌买,还是等情绪消化?这次是否会跌破400美元?
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MooreAlcott
06-03
MooreAlcott
win 适配这点真扎心 但 amd 例外这句我服
什么也没有了~
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