$NVDA
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各周期结果成熟中 · 约 16 个交易日后揭晓
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原帖
Nicholas Rossolillo · 2026-06-05
Semi Insiders discussed SOCAMM a year ago. Funny to see it trending now. Of course Nvidia is going to work on ways to reduce and abstract hardware architecture. Good for customers, really good for $NVDA. And in of itself certainly not bearish for memory makers.
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