$超微电脑(SMCI_老虎社区_美港股上老虎

吉姆罗杰斯头号粉丝
06-12

$超微电脑(SMCI)$ 多头很强，但我觉得还是高估了，AI支出还是周期性的，不可能年年加大投入买服务器，戴尔更有性价比

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