$超微电脑(SMCI_老虎社区_美港股上老虎

简单爱简单

06-12

$超微电脑(SMCI)$ 今晚超微电脑专家(亚太地区)：

1、服务器疯狂卷，杀价竞争，戴尔直接0利润抢单(shopee的)

2、液冷很卷，没有壁垒，没有产能

3、B卡还要6个月才能交付

4、客户根本不愿意买nv72，对gb200也比较保守

5、客户已经发现算力闲置和饱和了，开始重新反思投资aì集群了，东南亚日韩中国企业都没什么需求。

========这种小作文对情绪有影响

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

老当益壮铁树开花
06-12
老当益壮铁树开花
今天的行情和这篇小作文内容不符啊
卡尔洋
06-13
卡尔洋
昨天看到你这么看空就建仓了

发表看法

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