$超微电脑(SMCI_老虎社区_美港股上老虎

吾股丰登123
05-24

$超微电脑(SMCI)$ 英伟达超预期，超微电脑怎么向下？我觉得跟GB200提前出货有关，新显卡加快退出意味英伟达加速向全生态垄断前进，无论交换机，主板，CPU，机箱，配套软件等都将自研，超微电脑没多少技术壁垒，当前无法验证其能在新显卡形势下保持优势

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。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":309410180460592,"tweetId":"309410180460592","gmtCreate":1716565886605,"gmtModify":1716565888924,"author":{"id":10000000000010302,"authorId":10000000000010302,"authorIdStr":"10000000000010302","name":"吾股丰登123","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","vip":8,"userType":8,"introduction":"。","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 英伟达超预期，超微电脑怎么向下？我觉得跟GB200提前出货有关，新显卡加快退出意味英伟达加速向全生态垄断前进，无论交换机，主板，CPU，机箱，配套软件等都将自研，超微电脑没多少技术壁垒，当前无法验证其能在新显卡形势下保持优势</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"超微电脑\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 英伟达超预期，超微电脑怎么向下？我觉得跟GB200提前出货有关，新显卡加快退出意味英伟达加速向全生态垄断前进，无论交换机，主板，CPU，机箱，配套软件等都将自研，超微电脑没多少技术壁垒，当前无法验证其能在新显卡形势下保持优势</p></body></html>","text":"$超微电脑(SMCI)$ 英伟达超预期，超微电脑怎么向下？我觉得跟GB200提前出货有关，新显卡加快退出意味英伟达加速向全生态垄断前进，无论交换机，主板，CPU，机箱，配套软件等都将自研，超微电脑没多少技术壁垒，当前无法验证其能在新显卡形势下保持优势","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/309410180460592","repostId":0,"isVote":1,"tweetType":1,"viewCount":1208,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":222,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}