$美国超微公司(AM_老虎社区_美港股上老虎

$美国超微公司(AMD)$ 现在唯一的问题就是产能不够。台积电那边排着队，AMD的货供不应求。但越缺货，定价权就越强，利润空间反而更大。这种紧缺状态持续得越久，股价越能扛。

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