BSDLucky
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$恒生指数 (800000.HK)$ 在20800-20900水平上有太多的开空头头寸。这将推动价格到21300-21500，以挤压所有短期投资者。接下来将上涨到21600-21800。明天收盘是2.2万。
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BSDLucky
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当其他人都在加大数据中心投入时，AMD预计第一季度数据中心营收将环比下降7%。这很可能是因为英伟达的Blackwell芯片已上市。
他们预计今年下半年将强于上半年，我们认为350系列将是一个推动因素。但事实是AMD落后于竞争，这就是为什么他们必须等到第二季度MI350开绿灯才能实现增长，而不是如今预期。
They sa...
他们预计今年下半年将强于上半年，我们认为350系列将是一个推动因素。但事实是AMD落后于竞争，这就是为什么他们必须等到第二季度MI350开绿灯才能实现增长，而不是如今预期。
They sa...
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