Wisong
2024-10-30
$英伟达(NVDA)$
AMD业绩增长，数据中心业务增长翻倍，GPU下为替代需求暴增，作为上位的NVDA，业绩不用说了！珍惜现在的140的价格！估值高低且不论，业绩或超预期增长，并且NVDA几乎“裹挟”了全球AI产业。
大仓位持有待涨！
AMD&Meta强强联手！加仓好时机？
Meta准备采购AMD的芯片，并且金额高达60B，并且可能间接持有amd 10%股份。【大家看好强强联手吗？现在是否是加仓好时机？】
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共同富裕的拦路人
2024-10-30
共同富裕的拦路人
老板，能拿吗？昨天买进的，加了三倍杠杆
什么也没有了～
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