[請益] NVDA漲台股只有台積緯創受益吧?
如題
NVDA earning call 一炮如紅
AI5 把市場大部分的資金都吸走
TSMC是在AI5裡面直接受惠
連帶的TSMC擴廠 其供應鏈受惠
緯創幫NVDA代工 也受惠
然而畢竟晶片設計是競合關係
買NVDA GPU 就不會跟MTK下單
可以成解釋成台廠豬屎屋就涼掉嗎?
謝謝
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