看好goog，新大模_老虎社区_美港股上老虎

satan1999

2025-11-26

看好goog，新大模型催生新ai链

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？】

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