104135031
參與了投票
週一，摩根史坦利發佈了一份報告，指出其人工智能供應鏈調查顯示 CoWoS訂單的減少，導致 $英偉達 (NVDA.US)$ 在收盤時暴跌9%，回落至Deepseek之前設定的低點。這是一些關鍵細節：
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$英偉達 (NVDA.US)$ 的晶圓訂單在 $台積電 (TSM.US)$ 保持 保持不變4nm晶圓訂單未見減少。
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根據人工智能計算...
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104135031
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104135031
ID:
104135031
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