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FRONTKN

看到昨晚又来一个对马泰限制ai芯片新闻上来吐槽一下。。。马股今年真的是多灾多难内忧外患好像放鞭炮那样连续不断响个不停。虽然我认为这次的ai芯片限制和拜登那次的限制没有什么不同都是执行难度难如登天最终也是会被取消，因为马泰其实只是从新加坡运去中国的中转站而已。就算美国也限制新加坡购买ai芯片，中国依然可以通过从其他国家买入，再不然就是通过国外的空壳公司租用任何一个有提供ai数据中心的国家。。。个人认为马股科技应该影响不大，毕竟马股科技在这波ai热潮是坐冷板凳的。基本上马股科技里和英伟达有直接关系的就只是natgate而已。至于数据中心基建股应该也是凉了。。。妈的难得南天门要开始飞了结果又被浇一盆冷水，到手的鸭子下个星期又要飞走了。。。

Just now

Admiral Adama replied

ALAM

Very good company,,just ⭐⭐⭐ALL IN ⭐⭐⭐

Just now

Kheam Loon Lai

ASM

Singgah membuat kajian syarikat ASM ini . Moga ada rezki minggu hadapan ..

17 minutes

Alqamari Walhilal

NATGATE

https://www.thestar.com.my/business/business-news/2025/07/04/us-plans-ai-chip-curbs-on-malaysia-thailand-over-china-concerns Who do you think are the "intermediaries"? Uncle said before Natgate is a mere Nvidia reseller and if you understand it's business model you'll understand it has no place in AI As always please follow Uncle for the latest insights into the markets it is free forever as Uncle earn from the market not from "fees" or "tips" or "investment schemes" whatsoever

49 minutes

Wong replied

YTLPOWR

natgate 很难上去了，大家都知道会反弹，这次没那么容易给你再赚

57 minutes

Nick Chung replied

GREATEC

next week trump effect..

57 minutes

sekolah perak

CAPITALA

that laosai GenM also better than this CapitalA if u bought on last month and compare both stock. FIFO for this CA is ok lar, it rise 5%, then let it go and wait. I let it go when 0.90 last month, then collect it at $0.80 back on last week when war ceased, sold it again Thursday 0.85. u can't put much hope to it like some other say it will rocket to 1.5 or 2 after exit p17.

1 hour

Tee Gor replied