$Meta Plat_老虎社区_美港股上老虎

$Meta Platforms, Inc.(META)$ Meta 的 Muse 不是爆了吗，推理需求肯定起来，英伟达美光 Arm 都能沾光。但落地还是卡在台积电和海力士 HBM 上，$南方AI瓶颈(03499)$ 刚好把这些亚洲环节打包了

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