$VNET 2025_老虎社区_美港股上老虎 - 老虎社区

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谷歌meta连续的capex超预期，摆明了基建的营收会增加，现在乐观情况下今年甚至不一定是支出巅峰，买数据中心都没啥问题，这里不得不提一下被低估的中概。

近期的不确定性最大还在懂王的关税，ds带来的机会比起软件，云和数据中心明显空间更大。

PS: $英伟达(NVDA)$ 还是好公司，财报开出来会不会发现还是最赚钱？[得意]

不过达子现在是被大厂和懂王夹在中间了，2月底的财报和3月的GTC还是很重要

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晒晒你的盈亏单，秀秀虎友们的实力！

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