$CoreWeave_老虎社区_美港股上老虎 - 老虎社区

请叫我瞳哥

$CoreWeave, Inc.(CRWV)$ 持有仓位较小的小伙伴或打算上车而没有上到的小伙伴，今天可以寻找相对低的位置加仓或上车。

Meta暴涨近9%搅动云计算，超大厂自建AI云的信号弹？

Meta今日飙涨8.81%，因其AI云战略动作"搅动整个云计算板块"，领衔Mag7上攻。市场解读为超大厂正从"外购算力"转向自建，利好自身盈利叙事却直接冲击芯片、光通信与neocloud供应商。当最大买家开始自建，AI基础设施的卖水人逻辑是否将被系统性重估？

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

宇智波萨斯给
06-04
宇智波萨斯给
盈转亏了，我要气死了
- 宇智波萨斯给:
  盘前还在跌，难绷
- 请叫我瞳哥:
  不用担心，普跌是消化前期的涨幅，耐心持有。
Yelena_007
06-04
Yelena_007
上车🚌

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