$英伟达 (NVDA.US)$ 我用过GPT，也用过Deepseek，我相信AI终究是要用算力来支撑的。NVDA就是目前最好的硬件公司。适合长期持有。
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xudog
参与了投票
人工智能（AI）的兴起将半导体生态系统置于这场技术革命的核心。尽管人工智能展现出无限的潜力，但其进步在很大程度上取决于半导体技术的支持。半导体行业不仅仅是提供芯片——它是 AI 开发的基础，将远见的概念转化为有形的现实 ✨。
人工智能的核心是它的组成部分...
人工智能的核心是它的组成部分...
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$美光科技 (MU.US)$ 业绩这么好，居然跌到这么惨。收割庄稼，庄家厉害。
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xudog
参与了投票
$台积电 (TSM.US)$ 正在经历巨大的需求增长，由科技巨头如 $苹果 (AAPL.US)$ 和 $英伟达 (NVDA.US)$.
苹果正在大步进军3纳米芯片技术，下单量预计将超过台积电该先进工艺总订单的50%。此举突显出苹果对创新和效率的承诺，尤其是
苹果正在大步进军3纳米芯片技术，下单量预计将超过台积电该先进工艺总订单的50%。此举突显出苹果对创新和效率的承诺，尤其是
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