Re: [請益] 美超微GB200訂單會轉到鴻海嗎
請問美超微是GB200代工廠之一嗎?
那美超微跌倒,鴻海、廣達吃飽?
謝謝。
※ 引述《wasilin88o》之銘言
: 美超微GB200機櫃佔輝達25%,
: 如果真的出狀況,有可能訂單會轉給GB200全球第一個發貨的鴻海嗎?
: 補充:
: 因爲GB200 NVL72機櫃金額高達300萬美元,所以對現金流充裕且採用Buy & Sell模式的鴻
: 海,是個利多?最後做假帳意謂著很現金流有問題?
: 為什麼不會流到廣達,它錢都拿去配股拉高殖利率了,現金沒鴻海多。
: https://i.imgur.com/QyuFZEE.jpeg
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