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$美光科技 (MU.US)$ 关于Nvidia与三星独家交易的猜测几乎毫无根据，因为黄仁勋通常避免与供应商达成独家协议，他对英伟达芯片的需求了如指掌。
关于SMCI最新问题，我们看到英伟达即使数据中心服务器供应链非常复杂，也很快脱离了SMCI。
我们并没有看到HBm内存芯片的需求有任何减弱。
关于SMCI最新问题，我们看到英伟达即使数据中心服务器供应链非常复杂，也很快脱离了SMCI。
我们并没有看到HBm内存芯片的需求有任何减弱。
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101723620 : Pump！刚刚再注入了500个单位