前一轮算力竞赛加速了_老虎社区_美港股上老虎

前一轮算力竞赛加速了需求曲线的斜率，被D S闪了一下腰，叠加新政不确定性，跌一下不可避免。但离AI革命所需的算力仍然遥远，不过是增加了一些波动而已。等下游需求落地，算力需求会再次上升。

据央视新闻，习近平同美国总统特朗普通电话。消息提振美股早盘小幅上涨，但此后特朗普与马斯克之间争执升级，令特斯拉引领美股下跌，美股大盘收跌，纳指一度较日高跌近2%。【.SPX再次倒在了6000点下，大家觉得这场“口水战”的影响会有多大？现在有何操作策略？】

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