$群核科技(0006_老虎社区_美港股上老虎 - 老虎社区

牛市的投资逻辑

$群核科技(00068)$到了这个位子，分批建仓风险确实不大了，之前AI预期带来的估值泡沫基本也快挤干净了，该释放的悲观情绪也消化得差不多了

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。

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我的鸡八岁了
07-02
我的鸡八岁了
位置不是位子

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1

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