‌$超微电脑(SMC_老虎社区_美港股上老虎 - 老虎社区

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穷鬼搬砖头
2024-05-20

‌$超微电脑(SMCI)$ ‌开盘挺好的，咋突然不跟着大哥走了呢？我一直视超威为三倍做多英伟达来操作的啊‌[笑哭] ‌‌[笑哭] ‌

# 站在风口，猪都能飞！英伟达周边股你买了谁？

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必胜鸟
·2024-05-20
它就一家卖服务器的，没什么护城河，能装机卖服务器的又不是只有它一家，GB200据说带主板，那它只有机箱部分的利润了，后面只能一路向下。
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Cathy1
·2024-05-23
这个技术含量或说技术门槛跟英伟达没法比啊
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Fred_6810
·2024-05-20
有机构在减持吧
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