英伟达和美光公司像比_老虎社区_美港股上老虎 - 老虎社区

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春风不解夏季情
05-12

英伟达和美光公司像比较个人，更看好美光公司，因为存储的爆发需求，更能拉高业绩，随着算力的几何数增长需要存储也是爆发性的增长，因此更看好美光。而英伟达长期处于芯片的顶端，长期被市场追捧股价基本上反映了预期，第二英伟达体量比较大，再有大副的股价暴涨基本上是不可能的

# 三星、海力士巨震！回调or上涨，你更看好？

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AfraSimon
·05-12
英伟达我也拿着你是赌存储周期更猛吗
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