AI PC大战策略：押收费站
2026-06-05 04:03:50
AI PC大战中，建议投资者关注收费站而非阵营。据 PANews 报道，台积电作为基础，AMD负责进攻，ARM小仓位参与，Intel仅作为彩票，高通等待重新定价，而英伟达则不建议在新闻脉冲后追高。
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