flyingwhale-飞鲸投资笔记
@flyingwhale919
A retail investor focused on semiconductors /technology.
Interested in industry trends/company fundamentals.
Sharing research/insights/market observations
Joined March 2022
553 Following 4.9K Followers
今天（260911） $HPE 和 $DELL 均上涨11%左右，继续新高，加上 $SMCI 也上涨近7%，AI服务器板块成员虽少，但整体表现出色，依然是近期AI硬件中表现最强的板块。
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