目前来看明年能不能到_老虎社区_美港股上老虎

2023-12-08

目前来看明年能不能到200很大一部分取决于MI300产能了，台积电这边都满了尤其大头被老黄订光了，不知道AMD会不会转给其他代工厂一些订单以及类似三星能不能堪大任。否则Lisa给的MI300整年20亿美金的销售预期还是不够看。老黄目前没必要打价格战，毕竟供不应求，大家都有肉吃。 $美国超微公司(AMD)$

周一反弹超4%！英伟达各位回本了吗？

上周累跌超8.7%的英伟达，周一反弹超4%。据知情人透露，“AI总龙头”英伟达正在为中国市场开发一款新的旗舰AI芯片，该芯片将符合美国目前的出口管制相关规定。【英伟达涨势能否延续？大家现在回本了吗？】

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enjoylife168
2023-12-11
enjoylife168
明年1～2季订单产能出来后，价跌战可能开始了，必竟GPU晶片卖价太暴利了

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