$超微电脑(SMCI_老虎社区_美港股上老虎

$超微电脑(SMCI)$ $ARM Holdings(ARM)$smci代表不了AI硬件端，它回调问题还不是太大；关键问题是，现在空头气势很盛，科技七子的表现才是最重要的风向标。看今天高通ARM多头反攻

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

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