ARM这回是真下场了_老虎社区_美港股上老虎

蚍蜉先撼小树

03-26

ARM这回是真下场了，自己造芯片，Meta直接包圆。以前卖图纸，现在卖整颗芯片，这是换赛道。整个芯片板块都被带飞， $美国超微公司(AMD)$ 涨了7个点。算力这条线还在发酵，后面还有得看。

芯片板块狂飙！英特尔、AMD…还能投吗？

英特尔绩后股价飙升，AMD大涨14%，费城半导体指数周五涨4.32%，创纪录连涨18日，全周累计涨10.02%。【大家看好AMD、英特尔后市发展吗？芯片板块能否继续追？】

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