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艳阳高照天

04-29

$纳斯达克(.IXIC)$OpenAI 一家的短期数据，根本不会改变 AI 基建的长期需求，包括算力、内存、存储、光互联、电力等等，更不会影响产业链上公司的基本面，大的趋势没有任何变化。
市场涨多了就要跌，跌多了就要涨。

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

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