Post
Yuvi.
$AMD 服务器芯片机会扩大，真正的验证是份额和利润率吗？AI市场增长不等于每家厂商都能获得高利润，软件生态、交付能力和客户复购决定份额能否兑现。利率与巨头财报会影响板块估值。若数据中心收入和毛利连续改善，竞争力更清楚；若订单增长却毛利走低，我会降低成长溢价。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,794.8+0.00%
ETH/USDTEthereum
$2,234.05+0.00%
OKB/USDTOKB
$102.77+0.00%
Today’s market buzz
1#USJobsBeatExpectations
2#TechStocksReboundWatch
3#BTCETFOutflows416M