买股票的打铁匠
02-19
$中芯国际(00981)$
英伟达都用上3nm制程了,拿什么跟它比?难道拿HH的40nm制程?看看HH这三天涨了50%,真是把我惊呆了!谁说港股是价值投资的?
$英伟达(NVDA)$
英伟达H20遭限制!国产半导体有机会上车吗?
近期英伟达H20禁售政策的出台对市场产生了短期和长期的影响,禁售政策对国产芯片而言是一个利好消息,部分芯片性能已接近H20水平,且国产芯片的利润率通常高于进口芯片,这将有助于提升公司的整体盈利能力。【中美关税博弈下,大家是否看好国产半导体的崛起?自上周一中芯国际自股价低位回升超2%,大家看好其上车机会吗?】
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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天王山
02-20
天王山
永远不懂得用发展眼光看问题。
买股票的打铁匠
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赶浪
02-21
赶浪
那你做空不就得了
什么也没有了~
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