微軟 AI 芯片「Braga」量產延期背後的產業結構真相

大叔美股筆記 Uncle Stock Notes

Jun 29, 2025

為何科技巨頭仍無法撼動輝達？

4 Comments

好喜歡大叔每天的行業分析

大叔美股筆記 Uncle Stock Notes

謝謝

good point, i dont agree with everything but the vibe is awesome

大叔美股筆記 Uncle Stock Notes

appreciate

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