Mr Ed Yardeni's AI-11:

來源: 於 2026-05-11 06:18:16 [舊帖] [給我悄悄話] 本文已被閱讀：次

Yardeni's AI-11
"Mag-7 Isn't the Only Game in Town":
Sandisk,
Intel,
Western Digital,
Micron,
SK Hynix,
Samsung,
AMD,
Marvel,
ASML,
Taiwan Semi,
Broadcom