炼铜“色鬼”汐
参与了投票
周一，摩根史坦利发布了一份报告，指出其人工智能供应链调查显示， CoWoS订单减少，这导致 $英伟达 (NVDA.US)$ 截至收盘，股票暴跌9%，回撤至Deepseek之前设定的低点。以下是一些关键细节：
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$英伟达 (NVDA.US)$ 的晶圆订单在 $台积电 (TSM.US)$ 保持 保持不变在4纳米晶圆订单中未观察到任何减少。
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根据人工智能苏...
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炼铜“色鬼”汐
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$美国超微公司 (AMD.US)$ 如果您认为现在是买入的时机，您认为需要多长时间才能回到历史最高点？
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