---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/33677743.md"
description: "$AMD(AMD.US)$NVIDIA(NVDA.US)$Broadcom(AVGO.US) I sense a hint of unfavorable sentiment towards AMD and NVDA. To counter Jensen Huang, the biggest beneficiary might not be AMD but Broadcom. Don't add NVDA, reduce AMD positions."
datetime: "2025-09-05T13:13:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33677743.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33677743.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33677743.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-CN/profiles/6620864.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/33677743.md) | [繁體中文](https://longbridge.com/zh-HK/topics/33677743.md)


# $AMD(AMD.US)$NVIDIA(NVDA.US)$Broadcom(AVGO.US) I s…


### 相关股票

- [Broadcom (AVGO.US)](https://longbridge.com/zh-CN/quote/AVGO.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [AMD (AMD.US)](https://longbridge.com/zh-CN/quote/AMD.US.md)

## 评论 (18)

- **牛儿慢慢跑 · 2025-09-07T02:41:55.000Z**: If Brother Da doesn't hurry up to develop new businesses, Broadcom might become the leader in customization in the future.
- **ringo · 2025-09-06T03:10:45.000Z**: It seems to have no impact on TSMC...
  - **晓风 morning_wind** (2025-09-08T06:58:10.000Z): It's good news. The more dispersed the downstream, the more guaranteed TSMC's gross margin is.
- **engineer · 2025-09-05T13:41:50.000Z · 👍 1**: $Broadcom(AVGO.US) The pump and dump is too obvious.
- **antigone · 2025-09-05T13:41:41.000Z**: Self-developed acceleration chips can only handle inference in the early stages. R&D still requires professional teams. It's unlikely to capture NV's market share in this area within at least five years, and the self-developed chips might even be stillborn. This chart seems too optimistic for se
  - **晓风 morning_wind** (2025-09-08T06:59:46.000Z): Leaving aside other things, is Google's TPU a good example?
  - **antigone** (2025-09-08T07:31:46.000Z): Google has been making chips since 2015, and GCP has had TPU supply since at least 2019, when applications were still focused on vision and audio-video codecs. Given Google this much time, why is Jens
- **Kimiiiiiiiik · 2025-09-05T13:40:49.000Z**: Boss, what's the source of this chart?
- **Lucky2026 · 2025-09-05T13:31:17.000Z**: Why resist the Tartars?
  - **晓风 morning_wind** (2025-09-05T14:15:34.000Z): All the money was taken by the day trader.
  - **Lucky2026** (2025-09-05T14:15:57.000Z): 😦
- **（0）号 · 2025-09-05T13:20:15.000Z**: Big shot, I can't understand your chart. Can you give some text hints?
  - **晓风 morning_wind** (2025-09-05T13:29:54.000Z): Distribution map of TSMC's major clients, pay attention to the proportion of Broadcom in the partner section
  - **有慧根的顺水** (2025-09-05T13:36:37.000Z): There is fake news in the picture
- **哥哥 · 2025-09-05T13:16:58.000Z**: When the big guys fight, it's usually the little guys around them who get wiped out😂
- **哈哈， · 2025-09-05T13:15:16.000Z**: Bro, what should I buy?
  - **晓风 morning_wind** (2025-09-05T13:16:02.000Z): Considering whether to chase some Broadcom
  - **买跌不买涨，谨记** (2025-09-05T13:17:04.000Z): Isn't it risky to chase at such a high price now? Shorting seems more appropriate.