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2026.05.03 16:21

Stock Statistical Analysis

Longbridge - 浩浩荡荡地
浩浩荡荡地

Overview of AI Industry Shovel Stocks

Computing Power Chips: NVIDIA, AMD, Cloud Providers, Broadcom, Marvell

HBM: SK Hynix, Samsung, Micron

CPU: Intel, AMD, NVIDIA, ARM

SSD: SK Hynix, Samsung, Micron, SanDisk, Western Digital, Yangtze Memory

DDR5: SK Hynix, Samsung, Micron

Foundries: TSMC, Samsung, SMIC

Chip Packaging: ASE, JCET

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