$嘉楠科技(CAN)_老虎社区_美港股上老虎 - 老虎社区

$嘉楠科技(CAN)$

最近嘉楠和MicroBT都去三星下单 2nm这事儿，包括大规模交付，时间节奏感觉没差多少。

过去矿机行业比较卷，行业被台积电卡得很死，先进制程基本决定能效比上限，这玩意2nm良率、成本还不清楚，给下个减半期埋伏吧。

话说现在最有想象力的不是绿电和电力负载么，包括最近我看社区上很多人发嘉楠家用矿机，有点口碑起来的感觉，现在这2nm是给家用还是商用准备的

纳指破位！跌势还要持续多久？

周四延续跌势，美国就业数据疲软叠加AI恐慌，美股下挫，加密货币和白银暴跌，投资者涌入美债避险。【纳指破位，接下来跌势是否会延续？企稳信号会是什么？】

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。

精彩评论

Heartbeat12
2025-12-08
Heartbeat12
最有想象力的还是绿电啊，2nm估计先给商用铺路吧

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