$Cipher Mi_老虎社区_美港股上老虎

2024-10-28

$Cipher Mining Inc.(CIFR)$ 上次财报说得最多的是 $谷歌A(GOOGL)$ ，但公司当时因已经规划所以虽然在ai/hpc超大规模公司强需求下还是倾向于将当时现有能源用于挖矿。上月新收获可用于ai/hpc的300wm，大概率用于ai。即将到来的财报会有更多信息公布。如果达成交易，年前2-3倍。

谷歌，年内+55%！继续持有or换仓？

Alphabet股价周三收涨3%，盘中一度涨超6%，盘后续涨，股价突破300美元关口，投资者看好谷歌最新发布的Gemini 3人工智能模型带来的竞争优势。今年“美股科技8巨头”，谷歌超越博通，年内涨幅暂居第一，ytd+55%。【今年有押注谷歌的小虎吗？大家是否还会继续持有？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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