春天风云
05-02
人工智能的爆发，导致算力需求的大爆发，引爆了，四月份的美股，科技股表现靓丽，特别是半导体板块，更是一骑绝尘，因此，接下来继续关注大科技，比如说谷歌，继续关注半导体板块，比如说英伟达amd英特尔高通，博通 等等标的
科技巨头走势分化！该“抄底”or“追涨”？
本周五谷歌大涨10%，Meta重挫超8%，周四盘后发布财报的苹果震荡后涨超2%。【财报后各家巨头走势分化，大家觉得Meta、微软有无抄底机会？谷歌还能继续买吗？】
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AmosBellamy
05-02
AmosBellamy
确实，算力这条主线越来越清晰了。
什么也没有了～
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