Serenity（白毛股神）@aleabitoreddit发帖2026-06-10

摩根士丹利否认英伟达800V DC产品延迟的报道，称抛售过度，并引用此前关于美光HBM4份额的失实说法。

摩根士丹利否认英伟达800V DC产品延迟的报道，称抛售过度，并引用此前关于美光HBM4份额的失实说法。

“Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4 https://t.co/YX9apQSVLT”