看好英伟达，生态成熟_老虎社区_美港股上老虎

莫负年华
09-09

看好英伟达，生态成熟。现在各家都自研芯片，博通卖ai芯片并没有比英伟达更有优势。各家自研芯片，但是代工厂却是独一家，这样看台积电比英伟达更好。$博通(AVGO)$ $英伟达(NVDA)$ $台积电(TSM)$

# AI芯片竞争加剧！博通VS英伟达，你更看好？

修改于 2025-09-09 07:38

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