$超微电脑(SMCI_老虎社区_美港股上老虎

kjzho
02-19

$超微电脑(SMCI)$ $英伟达(NVDA)$ 英伟达跟超微电脑是深度绑定的，如果超微电脑业绩不行，那英伟达也不行，反之亦然。英伟达业绩不可能不行，AI已经绑架了整个美股，英伟达业绩只能涨不能跌。

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