mmmsssssrrrer
评论了
$美国超微公司 (AMD.US)$ 114-116之间的价格是公平的，因为他们的财务结果无论如何都会很好，先前的财务报告暴跌是因为市场对人工智能市场份额前景的担忧，但是现在由于Deepseek打破了人工智能总可用市场规模，我猜这个问题将变得不那么相关，而是集中在AMD的核心业务上，这对我们来说是好事。
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mmmsssssrrrer
评论了
$英伟达 (NVDA.US)$ 现在是买入的好时机。美国不会让中国公司在其国内拥有技术优势。如果有什么变化，他们会借鉴这个想法并应用于当前的科技公司，例如英伟达，这将提高盈利能力。而且..通过使用英伟达产品，他们仍在继续使用deepseek。来自中国制造商的可靠性问题等等。担心被接管，抓住机会并抱紧。
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