AI的最强推手，成了最大的空头：Meta与Palantir联手绞杀“卖铲人”

Palantir CEO 参加CNBC节目直播里，骂了整个AI行业20分钟，当天 $Palantir Technologies Inc.(PLTR)$ 股价大涨9%。同一个早上Meta被爆要把多余的AI算力往外出租，全世界买算力最多的公司亲口承认自己好像买多了。一个骂AI卖的太贵，一个说AI 买的太多，两个开炮的人股价都涨了，建房子的做基建的股价都跌了，今天这个视频我们就从头到尾给大家讲清楚。 $Meta Platforms, Inc.(META)$

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？

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