只要把AI200和A_老虎社区_美港股上老虎

三藏大法师

11-05 21:19

只要把AI200和AI250芯片在数据中心加速卡和机架上的故事讲好就行 $高通(QCOM)$

SMCI重挫！高通、Arm财报，如何部署？

SMCI、高通、Arm等一众二线半导体公司即将发布最新财报，当前AI服务器龙头SMCI营收同比下滑，连续6个季度业绩低于预期，盘后跌约9%；高通、Arm将于周三盘后发布。【大家觉得现在该如何部署？你看好哪一家表现？】

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