英伟达股价和超微电脑_老虎社区_美港股上老虎

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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