博通财报爆雷！做空RKLB大赚50%！
tc_Jesse
06-04
博通财报爆雷！做空RKLB大赚50%！
$英伟达(NVDA)$
$迈威尔科技(MRVL)$
$博通(AVGO)$
$闪迪(SNDK)$
$美光科技(MU)$
微软续跌，云利润率承压+OpenAI推迟IPO，何时止跌？
微软（MSFT）连续多日走弱——市场担忧AI资本开支高企正压制Azure云业务的利润率前景，叠加昨日OpenAI自研芯片的冲击，今日又传OpenAI考虑把IPO推迟至2027年，给微软的AI变现时间表再添不确定性。作为AI capex最重、与OpenAI绑定最深的巨头，微软的盈利模型持续被重新审视。当"AI烧钱"压过"AI变现"叙事，微软这波连跌，你会逢低布局，还是等利润率拐点确认？
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。
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