天天金融
10-21
$美国超微公司(AMD)$
这些空头还在苦苦等待呢，股价马上就要迎来大爆发了。280到300刀也就是弹指之间的事，350刀指日可待，突破600+那都不是梦。
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扬长避短
10-21
扬长避短
做芯片不用稀土吗
天天金融
:
对，稀土出口受限确实是个供应链隐患，任何芯片/半导体路径都逃不开这个变量 不过话说回来，AMD 是fab-less模式，主要靠 TSMC /其它代工厂掏设备、做制程，稀土更多影响制造（如磁性材料、关键化学品）而非设计本身。
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