看好英伟达，生态成熟_老虎社区_美港股上老虎

看好英伟达，生态成熟。现在各家都自研芯片，博通卖ai芯片并没有比英伟达更有优势。各家自研芯片，但是代工厂却是独一家，这样看台积电比英伟达更好。$博通(AVGO)$ $英伟达(NVDA)$ $台积电(TSM)$

修改于：09-09

和OpenAI达成重磅协议的博通涨近10%，另外据The Information报道，OpenAI正为博通AI芯片研发而与软银集团旗下Arm控股合作。消息公布后，ARM盘后直线拉升涨超7%。【大家现在更看好博通，还是ARM？你有哪家持股？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":476653642145896,"tweetId":"476653642145896","gmtCreate":1757374591610,"gmtModify":1757374684005,"gmtUserModify":1757374683032,"author":{"id":3468824709803976,"idStr":"3468824709803976","authorId":3468824709803976,"authorIdStr":"3468824709803976","name":"莫负年华","avatar":"https://static.tigerbbs.com/184535f5c8cbc1d0204f83c4f9181eb0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"f59bc20cb93f44298f2520346cb38a45","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"OpenAI宣布芯片合作！博通&ARM，更看好谁？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":f59bc20cb93f44298f2520346cb38a45}&rnconfig={\"headerBarHidden\": true}","description":"和OpenAI达成重磅协议的博通涨近10%，另外据The Information报道，OpenAI正为博通AI芯片研发而与软银集团旗下Arm控股合作。消息公布后，ARM盘后直线拉升涨超7%。【大家现在更看好博通，还是ARM？你有哪家持股？】","image":"https://static.tigerbbs.com/de71479acfadbf621abc6e586acd5b84"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>看好英伟达，生态成熟。现在各家都自研芯片，博通卖ai芯片并没有比英伟达更有优势。各家自研芯片，但是代工厂却是独一家，这样看台积电比英伟达更好。<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>看好英伟达，生态成熟。现在各家都自研芯片，博通卖ai芯片并没有比英伟达更有优势。各家自研芯片，但是代工厂却是独一家，这样看台积电比英伟达更好。<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>&nbsp;</p></body></html>","text":"看好英伟达，生态成熟。现在各家都自研芯片，博通卖ai芯片并没有比英伟达更有优势。各家自研芯片，但是代工厂却是独一家，这样看台积电比英伟达更好。$博通(AVGO)$ $英伟达(NVDA)$ $台积电(TSM)$","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":2,"favoriteSize":0,"link":"https://laohu8.com/post/476653642145896","repostId":0,"isVote":1,"tweetType":1,"viewCount":2502,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","TSM","AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":172,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/476653642145896"}