‌$超微电脑(SMC_老虎社区_美港股上老虎 - 老虎社区

穷鬼搬砖头

‌$超微电脑(SMCI)$ ‌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？

凭借一己之力，市值超过英特尔、美光、德州仪器、应用材料、高通、AMD、ASML、和台积电总和的英伟达，即将发布财报。所谓“坐上风口，猪都能起飞”，你觉得英伟达财报期，谁将顺势大涨？（微软？台积电？还是“两倍做多英伟达”的SMCI？）你还买了哪些英伟达周边股？

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。

精彩评论

必胜鸟
05-20
必胜鸟
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。
素喜
05-23
素喜
这个技术含量或说技术门槛跟英伟达没法比啊
Fred_6810
05-20
Fred_6810
有机构在减持吧

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