$超微电脑(SMCI_老虎社区_美港股上老虎

J0J0
2024-05-21

$超微电脑(SMCI)$ 破1000没问题，海外云厂商capex非常积极。nvda Q2不差，超微全年展望也会再次上调。tmsc当前展望也非常积极

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