sxsxscs
07-02
meta什么都没有当然算力过剩……
Meta跨界引爆“算力过剩”恐慌,存储芯片股遭血洗,两倍做多三星电子跌18%
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":581396176188792,"tweetId":"581396176188792","gmtCreate":1782972591414,"gmtModify":1782972593475,"author":{"id":3579849343216736,"idStr":"3579849343216736","authorId":3579849343216736,"authorIdStr":"3579849343216736","name":"sxsxscs","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>meta什么都没有当然算力过剩……</p></body></html>","htmlText":"<html><head></head><body><p>meta什么都没有当然算力过剩……</p></body></html>","text":"meta什么都没有当然算力过剩……","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/581396176188792","repostId":2648782578,"repostType":2,"repost":{"id":"2648782578","kind":"news","pubTimestamp":1782958112,"share":"https://www.laohu8.com/m/news/2648782578?lang=zh_CN&edition=full","pubTime":"2026-07-02 10:08","market":"hk","language":"zh","title":"Meta跨界引爆“算力过剩”恐慌,存储芯片股遭血洗,两倍做多三星电子跌18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648782578","media":"格隆汇","summary":"Meta投下“深水炸弹”,拟跨界进军云基础设施服务、对外出售过剩AI算力资源,这一消息引发了美股上游存储芯片和光通信板块的集体暴跌","content":"<html><head></head><body><p style=\"text-align: left;\">港股存储概念股集体下挫,<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>跌超18%,<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>跌超15%,<a href=\"https://laohu8.com/S/03986\">兆易创新</a>跌超9%,<a href=\"https://laohu8.com/S/06809\">澜起科技</a>跌超7%。</p><p style=\"text-align: left;\">消息面上,<a href=\"https://laohu8.com/S/META\">Meta</a>投下“深水炸弹”,拟跨界进军云基础设施服务、对外出售过剩AI算力资源,这一消息引发了美股上游存储芯片和光通信板块的集体暴跌,今早韩国股市<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和海力士亦跟随大跌,一时间,市场预期从“无底线抢购”走向了“算力过剩”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f16d3d59bf5821dfb5e100f51ba239a6\" data-align=\"center\" tg-width=\"300\" tg-height=\"176\"/><span></span></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta跨界引爆“算力过剩”恐慌,存储芯片股遭血洗,两倍做多三星电子跌18%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta跨界引爆“算力过剩”恐慌,存储芯片股遭血洗,两倍做多三星电子跌18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 10:08 北京时间 <a href=https://www.gelonghui.com/live?channelId=USStock><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股存储概念股集体下挫,南方两倍做多三星电子跌超18%,南方两倍做多海力士跌超15%,兆易创新跌超9%,澜起科技跌超7%。消息面上,Meta投下“深水炸弹”,拟跨界进军云基础设施服务、对外出售过剩AI算力资源,这一消息引发了美股上游存储芯片和光通信板块的集体暴跌,今早韩国股市三星电子和海力士亦跟随大跌,一时间,市场预期从“无底线抢购”走向了“算力过剩”。</p>\n\n<a href=\"https://www.gelonghui.com/live?channelId=USStock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","EDZ":"新兴市场ETF-Direxion三倍做空","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","07747":"南方两倍做多三星电子","BK4588":"碎股","BK4581":"高盛持仓","BK4543":"AI","06809":"澜起科技","03986":"兆易创新","DRAM":"Roundhill Memory ETF","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","IEMG":"iShares Core MSCI Emerging Markets ETF","EEMO":"Invesco S&P Emerging Markets Momentum ETF","SOCL":"社交媒体ETF-Global X","FTXL":"First Trust Nasdaq Semiconductor ETF","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","RAM":"2倍做多DRAM ETF-T-REX","BK4585":"ETF&股票定投概念","MAGY":"Roundhill Magnificent Seven Covered Call ETF","BK4504":"桥水持仓","09747":"南方两倍做多三星电子(美元)","07709":"南方两倍做多海力士","BK4550":"红杉资本持仓"},"source_url":"https://www.gelonghui.com/live?channelId=USStock","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2648782578","content_text":"港股存储概念股集体下挫,南方两倍做多三星电子跌超18%,南方两倍做多海力士跌超15%,兆易创新跌超9%,澜起科技跌超7%。消息面上,Meta投下“深水炸弹”,拟跨界进军云基础设施服务、对外出售过剩AI算力资源,这一消息引发了美股上游存储芯片和光通信板块的集体暴跌,今早韩国股市三星电子和海力士亦跟随大跌,一时间,市场预期从“无底线抢购”走向了“算力过剩”。","news_type":1,"symbols_score_info":{"WTAI":1.5,"DRAM":1.5,"SOCL":1.5,"MAGY":1.5,"FTXL":1.5,"YMAG":1.5,"09747":1.5,"BULZ":1.5,"EEMO":1.5,"EDZ":1.5,"06809":2.1,"RAM":1.5,"07747":2.1,"03986":2,"IEMG":1.5,"07709":2.1}},"isVote":1,"tweetType":1,"viewCount":122,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/581396176188792"}
精彩评论