春天风云
05-02
随着 OpenAI 等软件端出现销售瓶颈及数据中心能耗压力，资金正从纯算法领域流向支撑 AI 运行的“实体基建”
标普纳指六周连涨！到顶了吗？
美国非农就业增长远超预期，芯片股引领美股反弹，标普纳指连涨六周、创一年半来最长连涨周。【大家觉得大盘到顶了吗？现在能否继续买？】
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NormaHansen
05-02
NormaHansen
AI基建这块确实越来越重要了
什么也没有了～
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