前一轮算力竞赛加速了_老虎社区_美港股上老虎

谋远

03-04

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。

美联储官员放鹰！美股接下来还能涨吗？

美国10月挑战者企业裁员数创二十多年来的同期最高，叠加市场对AI投资回报率的疑虑以及美联储官员的鹰派言论，美股和加密货币遭抛售，恐慌指数VIX一度突破20。【大家觉得是否到了该谨慎的时候了？美股后市将如何演绎？】

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