小飞侠来喽
08-30 00:37
英伟达股价和超微电脑的股价关联不大,本质上是英伟达的业务的护城河远高于超微电脑的护城河。英伟达的护城河在于其软硬件的生态,包括 cuda 的软件配套而超微电脑的主营业务是组装服务器,面临戴尔等多个竞争对手的威胁,竞争壁垒相对没那么高
推迟发布业绩!SMCI你是看空or看多?
兴登堡发布做空报告后,公司推迟发布业绩报告。AI“大妖股”超微电脑盘中暴跌26%,周四股价反弹。【多少价位你准备接?SMCI还会拆股吗?】
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