$英特尔(INTC)_老虎社区_美港股上老虎 - 老虎社区

AAA二手车小王出车补仓

$英特尔(INTC)$ 这波震荡把不坚定的人洗出去了。我倾向于认为它只是在区间内波动，很快会突破。我相信LBT，他们提到今年和明年的订单已经排满了。

博通大涨4.83%，苹果300亿美元史上最大芯片订单落地？

博通今日大涨4.83%，苹果与其签下高达300亿美元、史上最大规模的美国芯片订单成为直接引爆点。这笔长约锁定了博通在苹果自研链中的核心地位，外媒直呼"最近的抛售正是买入英伟达与博通的良机"。在芯片股整体反弹中，AVGO的确定性订单尤为稀缺。大单落地能否重估博通的定制芯片长逻辑？

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天空的星星
06-02
天空的星星
消费端arm 的电脑其实也就那样，消灭不了 X86，顶多是再买一台 arm 的

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