纳斯达克腥风血雨！Jesse哥的含金量谁懂？

纳斯达克腥风血雨！Jesse哥的含金量谁懂？

$美光科技(MU)$ $英伟达(NVDA)$ $闪迪(SNDK)$ $Lumentum Holdings Inc.(LITE)$ $迈威尔科技(MRVL)$

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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tc_Jesse
06-06
tc_Jesse
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