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

周五英伟达跌2.7%至近两个月低点，博通大涨超9%。有报道称，博通将从2026年起为OpenAI设计并生产AI芯片，市场担忧AI芯片领域竞争加剧，不久前黄仁勋曾自信地向分析师表示，英伟达的能效比是所有计算平台中最好的，客户很难转向竞争对手的硬件。【大家接下来会更看好博通or英伟达？】

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