江江518的个人主页 - 老虎社区

江江518

江江518

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IP属地：北京

33关注

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2主题

0勋章

2025-12-08

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2025-11-30

继续看好ai

@小虎老师:💰微软AI超级工厂产业链全景图：20+只核心标的大起底

2025-11-13

闹剧终于告一段落

抱歉，原内容已删除

2025-11-02

11月预期

@ETF小帮手:💰美股续创新高，“AI盛宴”下三巨头市值逼近13万亿美元，热门科技 ETF一览

2025-10-31

标记一下

@小虎老师:💰11家潜在入选标普500成分股公司：LNG、CAVA、TOST 等看涨两位数

2025-10-29

有什么传言么

2025-09-24

学习

抱歉，原内容已删除

2025-09-18

学习

@京城Z先生:美股实盘-20250914：新首富的饼，加仓猛吃

2025-09-18

学习

@ETF小帮手:💰UUUU, OKLO大涨两位数！美核电与铀矿股集体走强, 产业链及ETF一览

2025-09-12

35

2025-09-04

[笑哭] 没完没了的减持

抱歉，原内容已删除

2025-08-29

庸人自扰之

抱歉，原内容已删除

2025-08-27

财报波动正常啊，这新闻说的啥意思

抱歉，原内容已删除

2025-08-27

真恶心，这票高管减持没完没了[喷血]

抱歉，原内容已删除

2025-08-23

只看好拼多多，商业模式可持续

2025-08-22

CRCL、CRWV都看好，可惜抄到腰上了

2025-08-15

这篇文章不错，转发给大家看看

@空军大队长:CRCL CRWV我是怎么把握涨跌规律的

2025-08-15

投资者会横展资金到其他hpc么

抱歉，原内容已删除

2025-08-15

真够呛，要在130震荡一阵子

抱歉，原内容已删除

2025-08-13

怕怕

抱歉，原内容已删除

去老虎APP查看更多动态

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超级工厂需整合数万张AI加速卡形成统一算力池，对高端GPU需求呈指数级增长。Neocloud服务商则通过GPU虚拟化与调度优化，帮助微软提升算力利用率，降低闲置成本。市场规模：2024年全球AI芯片市场规模约450亿美元，Gartner预计2025年将增长至680亿美元（+51%），其中超大规模数据中心占需求量的65%。美股投资者关注：这是产业链的核心环节，但估值已充分反映乐观预期。投资重点应放在市场份额稳固、有明确微软订单的龙头，避免追高风险。公司核心业务与地位参考股价（USD）2025YTD涨跌幅核心逻辑 $英伟达(NVDA)$ AI GPU绝对龙头，占据90%以上训练芯片市场186.8639.15%微软超级工厂将新增数万片H200/B200订单，NVLink技术成为分布式训练标准 $IREN Ltd(IREN)$ 澳洲新兴AI云服务商，专精高性能计算48.65395.42%直接对接微软算力外包需求，200MW数据中心已获预租 $CoreWeave, 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ETF一览","htmlText":"[财迷]隔夜美股“三巨头”逼近 13 万亿美元！科技 ETF 最新投教包适用人群：不想追个股、又怕错过 AI 行情的投资者。核心思路：用 ETF 一键打包“卖铲人+算力+应用”，同时学会用价差、对冲、定投三把钥匙锁定收益、控制回撤。一、行情速递：三大指数再新高，“AI 盛宴”进入加速段1.1 指数层面 <a href=\"https://laohu8.com/S/.DJI\">$Dow Jones(.DJI)$</a> +0.34% → 47,706（历史新高） <a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> +0.23% → 6,890（盘中首次突破 6,900） <a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> +0.80% → 23,827（续刷新高）1.2 巨头层面 <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 大涨 4.98%，市值逼近 4.9 万亿美元，单日新增超 2,300 亿美元；CEO 黄仁勋在 GTC 宣布为美国能源部建造 7 台 AI 超算，并透露 AI 芯片在手订单已达 5,000 亿美元 。 <a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a> 完成对 OpenAI 营利部门 27% 股权收购，OpenAI 同时承诺追加 2,500 亿美元 Azure 订单，微软市值重回 4 万亿美元 。 <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> 市值盘中首次突破 4 万亿美元，iPhone 17 系列需求强劲，12 个交易日 11 日上涨 。1","listText":"[财迷]隔夜美股“三巨头”逼近 13 万亿美元！科技 ETF 最新投教包适用人群：不想追个股、又怕错过 AI 行情的投资者。核心思路：用 ETF 一键打包“卖铲人+算力+应用”，同时学会用价差、对冲、定投三把钥匙锁定收益、控制回撤。一、行情速递：三大指数再新高，“AI 盛宴”进入加速段1.1 指数层面 <a 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超级工厂需整合数万张AI加速卡形成统一算力池，对高端GPU需求呈指数级增长。Neocloud服务商则通过GPU虚拟化与调度优化，帮助微软提升算力利用率，降低闲置成本。市场规模：2024年全球AI芯片市场规模约450亿美元，Gartner预计2025年将增长至680亿美元（+51%），其中超大规模数据中心占需求量的65%。美股投资者关注：这是产业链的核心环节，但估值已充分反映乐观预期。投资重点应放在市场份额稳固、有明确微软订单的龙头，避免追高风险。公司核心业务与地位参考股价（USD）2025YTD涨跌幅核心逻辑 $英伟达(NVDA)$ AI GPU绝对龙头，占据90%以上训练芯片市场186.8639.15%微软超级工厂将新增数万片H200/B200订单，NVLink技术成为分布式训练标准 $IREN Ltd(IREN)$ 澳洲新兴AI云服务商，专精高性能计算48.65395.42%直接对接微软算力外包需求，200MW数据中心已获预租 $CoreWeave, 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ETF一览","htmlText":"[财迷]隔夜美股“三巨头”逼近 13 万亿美元！科技 ETF 最新投教包适用人群：不想追个股、又怕错过 AI 行情的投资者。核心思路：用 ETF 一键打包“卖铲人+算力+应用”，同时学会用价差、对冲、定投三把钥匙锁定收益、控制回撤。一、行情速递：三大指数再新高，“AI 盛宴”进入加速段1.1 指数层面 <a href=\"https://laohu8.com/S/.DJI\">$Dow Jones(.DJI)$</a> +0.34% → 47,706（历史新高） <a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> +0.23% → 6,890（盘中首次突破 6,900） <a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> +0.80% → 23,827（续刷新高）1.2 巨头层面 <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 大涨 4.98%，市值逼近 4.9 万亿美元，单日新增超 2,300 亿美元；CEO 黄仁勋在 GTC 宣布为美国能源部建造 7 台 AI 超算，并透露 AI 芯片在手订单已达 5,000 亿美元 。 <a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a> 完成对 OpenAI 营利部门 27% 股权收购，OpenAI 同时承诺追加 2,500 亿美元 Azure 订单，微软市值重回 4 万亿美元 。 <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> 市值盘中首次突破 4 万亿美元，iPhone 17 系列需求强劲，12 个交易日 11 日上涨 。1","listText":"[财迷]隔夜美股“三巨头”逼近 13 万亿美元！科技 ETF 最新投教包适用人群：不想追个股、又怕错过 AI 行情的投资者。核心思路：用 ETF 一键打包“卖铲人+算力+应用”，同时学会用价差、对冲、定投三把钥匙锁定收益、控制回撤。一、行情速递：三大指数再新高，“AI 盛宴”进入加速段1.1 指数层面 <a href=\"https://laohu8.com/S/.DJI\">$Dow Jones(.DJI)$</a> +0.34% → 47,706（历史新高） <a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> +0.23% → 6,890（盘中首次突破 6,900） <a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a> +0.80% → 23,827（续刷新高）1.2 巨头层面 <a href=\"https://laohu8.com/S/NVDA\">$NVIDIA(NVDA)$</a> 大涨 4.98%，市值逼近 4.9 万亿美元，单日新增超 2,300 亿美元；CEO 黄仁勋在 GTC 宣布为美国能源部建造 7 台 AI 超算，并透露 AI 芯片在手订单已达 5,000 亿美元 。 <a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a> 完成对 OpenAI 营利部门 27% 股权收购，OpenAI 同时承诺追加 2,500 亿美元 Azure 订单，微软市值重回 4 万亿美元 。 <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> 市值盘中首次突破 4 万亿美元，iPhone 17 系列需求强劲，12 个交易日 11 日上涨 。1","text":"[财迷]隔夜美股“三巨头”逼近 13 万亿美元！科技 ETF 最新投教包适用人群：不想追个股、又怕错过 AI 行情的投资者。核心思路：用 ETF 一键打包“卖铲人+算力+应用”，同时学会用价差、对冲、定投三把钥匙锁定收益、控制回撤。一、行情速递：三大指数再新高，“AI 盛宴”进入加速段1.1 指数层面 $Dow Jones(.DJI)$ +0.34% → 47,706（历史新高） $S&P 500(.SPX)$ +0.23% → 6,890（盘中首次突破 6,900） $NASDAQ(.IXIC)$ +0.80% → 23,827（续刷新高）1.2 巨头层面 $NVIDIA(NVDA)$ 大涨 4.98%，市值逼近 4.9 万亿美元，单日新增超 2,300 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