尔维斯肌肤
09-09
$台积电(TSM)$
一个AI收入占比刚10%出头的公司(其中英伟达恐怕也就一半),波动上对英伟达的跟随程度也是没谁了。所以演绎到现在,里面的核心交易方还是一帮想冲AI但又怕贵的?
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