$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周三财报，AI烧钱换增长的账算得平吗？

Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？

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🚌

发表看法

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