从西蒙斯传《征服市场的人》，有人解码量化秘籍

$美国超微公司(AMD)$ $英伟达(NVDA)$ $阿里巴巴(BABA)$ $特斯拉(TSLA)$ $谷歌(GOOG)$

英伟达vs谷歌！12月市场情绪会倾向于哪边？

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

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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JimmyTurner
2025-11-26
JimmyTurner
量化交易在A股能复刻吗？AMD这波吃到了！
盲人摸大象
2025-11-26
盲人摸大象
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