我的观点：SMCI需_老虎社区_美港股上老虎

我的观点：SMCI需超高预期以匹配泡沫。高通求手机回暖及汽车IoT的多元化印证。三者中，ARM凭借其高毛利IP许可模式，以及在边缘AI计算的战略卡位，风险收益比最优，吃肉机会最确定。

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