AI不再是单靠算力堆_老虎社区_美港股上老虎

AI不再是单靠算力堆砌，能效是下一代服务器痛点。ARM把功耗控制做到了极致，UBS大幅提价有道理，我投ARM一票！

SOXL今日暴涨12.76%，为H2开年最猛单日涨幅之一，由AMD（+7.68%）、MRVL（+7.25%）、INTC（+6.01%）板块全线共振驱动，成交量显著放大。Benzinga此前报告《Semiconductor Volatility Flashes A Dot-Com Warning》仍在发酵，H1三位数涨幅后的高基数让单日波动进一步放大。三倍杠杆ETF超三日持有存在复利衰减，极致行情往往在情绪最高点快速逆转。H2开盘即放量暴涨，是趋势加速还是需要严格管仓的风险信号？

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henshengqi
05-07
henshengqi
我也拿着ARM 功耗这点真是关键你觉得市场还没price in吗

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