$华侨银行 (O39.SG)$ 后悔没有全仓买入
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remember me
参与了投票
$微软 (MSFT.US)$ + $英伟达 (NVDA.US)$ RTX Spark——首款面向消费级PC的Arm架构英伟达CPU。 AI智能体全天候本地运行。这将彻底改变整个PC产业链。.
✅ 潜在赢家：
• $Arm Holdings (ARM.US)$ — N1X基于Arm架构。每售出一枚芯片 = 授权费 + 特许权使用费收入。2026年第一季度特许权使用费同比已增长25%。
• $台积电 (TSM.US)$ — 先进3nm制程节点的唯一代工厂。没有台积电，就没有RTX Spark。...
✅ 潜在赢家：
• $Arm Holdings (ARM.US)$ — N1X基于Arm架构。每售出一枚芯片 = 授权费 + 特许权使用费收入。2026年第一季度特许权使用费同比已增长25%。
• $台积电 (TSM.US)$ — 先进3nm制程节点的唯一代工厂。没有台积电，就没有RTX Spark。...
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$英特尔 (INTC.US)$ 是买入的好时机，至少会触及120点
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$英特尔 (INTC.US)$ 过去一小时最好先卖出一些，锁定利润
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![[得意]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "得意"){kind=small}
$英特尔 (INTC.US)$ 估计这个价位附近会有小幅反弹
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![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
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