$超微电脑(SMCI_老虎社区_美港股上老虎

会投资的DJ
11-22 19:35

$超微电脑(SMCI)$ AI服务器市场肯定不能让戴尔一家独大的，戴尔也吃不下这么多的订单，这也是最基本的博弈论。所以超微电脑只要没退市还是能回到20倍PE的

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