在 $美国超微公司(_老虎社区_美港股上老虎 - 老虎社区

在 $美国超微公司(AMD)$、 $Datadog(DDOG)$ 、 $ARM Holdings(ARM)$ 、 $AppLovin Corporation(APP)$ 、 $SoundHound AI Inc(SOUN)$ 、 $Upstart Holdings, Inc.(UPST)$ 、 $Unity Software Inc.(U)$ 、 $Shopify Inc(SHOP)$理论上看基本面，这几家公司都很不错的！优质上市公司！当然我更看好在 $美国超微公司(AMD)$、 $AppLovin Corporation(APP)$ 、 $SoundHound AI Inc(SOUN)$ 、 $Upstart Holdings, Inc.(UPST)$ 更具有潜力量和爆炸性增长！财报后必定大涨

特朗普要求自建电厂！“7巨头”跌势会持续多久？

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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