$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ 英伟达Rubin投产，博通12月业绩会有望上修ASIC收入。英伟达CEO黄仁勋11月8日受访时表示，英伟达近来业务非常强劲，逐月转强，Blackwell需求强劲，且不只GPU本体，英伟达同时也打造CPU、网路芯片、交换器等，与Blackwell相关的芯片很多

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