$英偉達 (NVDA.US)$ 我用過GPT，也用過Deepseek，我相信AI終究是要用算力來支撐的。NVDA就是目前最好的硬件公司。適合長揸。
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xudog
參與了投票
人工智能（AI）的興起將半導體生態系統置於這場技術革命的核心。儘管人工智能展現出無限的潛力，但其進步在很大程度上取決於半導體技術的支持。半導體行業不僅僅是提供芯片——它是 AI 開發的基礎，將遠見的概念轉化爲有形的現實 ✨。
人工智能的核心是它的組成部分...
人工智能的核心是它的組成部分...
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$美光科技 (MU.US)$ 業績這麼好，居然跌到這麼慘。收割莊稼，莊家厲害。
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1
xudog
讚並評論了
$特斯拉 (TSLA.US)$ 我一買入，股價就不會漲了，可能準備要跌了，我對不起大家😂
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![[呲牙]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "呲牙"){kind=small}
xudog
參與了投票
$台積電 (TSM.US)$ 正經歷了一波需求顯著增加的情況，主要是由像蘋果這樣的科技巨頭的大單驅動 $蘋果 (AAPL.US)$ 和 $英偉達 (NVDA.US)$.
蘋果正在大踏步進入3奈米晶片技術，下單量預計將超過台積電總訂單中這個先進工藝的50%界線。這一舉措凸顯了蘋果對於創新和效率的承諾，特別是...
蘋果正在大踏步進入3奈米晶片技術，下單量預計將超過台積電總訂單中這個先進工藝的50%界線。這一舉措凸顯了蘋果對於創新和效率的承諾，特別是...
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