半导体板块的基本逻辑_老虎社区_美港股上老虎

半导体板块的基本逻辑，AMD不行，不等于英伟达也不行，而是英伟达太强了。这个逻辑都好几年了，还有分析师没搞懂，那干脆下岗得了。$英伟达(NVDA)$ $美国超微公司(AMD)$

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