不管英特尔、AMD还_老虎社区_美港股上老虎 - 老虎社区

月下美人还是没人

不管英特尔、AMD还是英伟达赢，都得找台积电代工。2纳米、先进封装全在它手里。最稳的还是 $台积电(TSM)$ ，坐看神仙打架。

IBM今日盘后财报，上季暴雷带崩软件，这次软件业务能否止血？

IBM将于今日盘后发布Q2财报。上一季它营收不及预期、股价暴跌逾20%并带崩整个软件板块，还点出"客户把资本开支转向硬件"的风格切换信号，令市场记忆犹新。本次焦点：软件与咨询业务能否企稳、混合云与AI订单（watsonx）的兑现，以及现金流与全年指引。最大争议是企业IT预算是否仍在"从软件流向硬件"。当上一季的暴雷阴影未散，IBM这次是止血反弹，还是二次证伪软件需求？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

不做赔本交易
05-11
不做赔本交易
你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事
- Athos_winner:
  能做和做好是两个概念，英特尔的先进制程良率一定会很低。
- 大神121:
  所以我把台积电和英特尔都买了
吐司
05-11
吐司
你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样
- 吐司回复如虎添翼123:
  那咋门拭目以待吧之前肢解东芝花了7年
- 如虎添翼123:
  开玩笑呢。台积电最多成为美积电

发表看法

6

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