美股重點新聞

財經台韭菜 2024-08-30 23:11:12

NVDA最大競爭對手唔係AMD，而係AVGO

AVGO 網通技術有機會追上NVDA Infiniband，另外Google TPU故障率遠低於NVDA嘅GPU，每次故障要停機維修其實幾影響training 效率。

基本上我AVGO同NVDA持股比例大概各買一半

C.C. 2024-08-30 23:35:47

入左

財經台韭菜 2024-08-30 23:44:12

btw前排有條片介紹AVGO歷史，睇完你大概就知AVGO個CEO管理風格係點，削減成本快狠準，裁員唔眨眼

https://youtu.be/qLK4iP7XCH4?si=qxT0voDQYU1d54yk

財經台韭菜 2024-08-30 23:55:18

+

？

C.C. 2024-08-31 20:58:41

跟樓豬入返D avgo 長期持有

C.C. 2024-09-01 22:10:04

佢個擴張速度有D 誇張，不斷收購合併

唔知下間會係咩公司

財經台韭菜 2024-09-03 21:23:30

https://www.ctee.com.tw/news/20240830700093-430502?utm_source=substack&utm_medium=email

財經台韭菜 2024-09-03 22:12:16

機構de-grossing

SHOWMAKER 2024-09-03 22:24:56

樓主又話q2業績前好走
真係好走啦

財經台韭菜 2024-09-03 22:27:25

I am buying

Kayristie 2024-09-03 22:29:15

姐係點？

Kayristie 2024-09-03 22:29:25

我入黎睇新聞的

財經台韭菜 2024-09-03 22:30:51

https://x.com/fundamentedge/status/1737580077456793887?s=46&t=zE7TNOQk4_M-JwTjmVonfA

Kayristie 2024-09-03 22:37:50

仆街入緊貨先黎搞依味野

財經台韭菜 2024-09-03 22:56:13

今個星期一堆重要數據，好正常，通常冇乜嘢又入返

財經台韭菜 2024-09-04 10:26:39

https://x.com/pelositracker_/status/1831071223738224859?s=46&t=zE7TNOQk4_M-JwTjmVonfA

收你四百蚊 2024-09-04 13:44:06

是咪又有機再入

財經台韭菜 2024-09-04 17:13:05

Time to buy NVDA

財經台韭菜 2024-09-04 21:40:47

https://m.cnyes.com/news/id/5707928

財經台韭菜 2024-09-04 21:54:18

Kayristie 2024-09-04 23:13:46

咩意思

財經台韭菜 2024-09-05 20:25:10

https://money.udn.com/money/story/5612/8207217?from=edn_maintab_index&utm_source=substack&utm_medium=email

財經台韭菜 2024-09-05 20:25:54

通漲領先指標

財經台韭菜 2024-09-05 21:15:38

https://www.bloomberg.com/news/articles/2024-09-05/iphone-maker-hon-hai-s-august-sales-climb-33-on-ai-demand?srnd=phx-technology&utm_source=substack&utm_medium=email

財經台韭菜 2024-09-05 21:18:09

https://www.bloomberg.com/news/articles/2024-09-04/tsmc-supplier-s-ceo-dismisses-ai-concerns-after-nvidia-wipeout?srnd=phx-latest&utm_source=substack&utm_medium=email