$嘉楠科技(CAN)_老虎社区_美港股上老虎 - 老虎社区

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少年维特
12-08 22:52

$嘉楠科技(CAN)$

最近嘉楠和MicroBT都去三星下单 2nm这事儿，包括大规模交付，时间节奏感觉没差多少。

过去矿机行业比较卷，行业被台积电卡得很死，先进制程基本决定能效比上限，这玩意2nm良率、成本还不清楚，给下个减半期埋伏吧。

话说现在最有想象力的不是绿电和电力负载么，包括最近我看社区上很多人发嘉楠家用矿机，有点口碑起来的感觉，现在这2nm是给家用还是商用准备的

# 美联储决议来袭！现在你会加仓or减仓？

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