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。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":409978289746200,"tweetId":"409978289746200","gmtCreate":1741102257781,"gmtModify":1741102260067,"author":{"id":3458873772795444,"idStr":"3458873772795444","authorId":3458873772795444,"authorIdStr":"3458873772795444","name":"谋远","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"fb0b8a84b3ed43f49e4a9bb328a89463","categoryId":"954722eadb8644018a4a5056fc8176eb","name":"关税正式生效！美股会受多大影响？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fb0b8a84b3ed43f49e4a9bb328a89463}&rnconfig={\"headerBarHidden\": true}","description":"美国总统特朗普在社交媒体最新发文：对等关税将于今晚午夜（北京时间12:00）生效！这场酝酿数月的贸易风暴将美国平均关税率从2.3%推高至15.2%，创下二战以来最高纪录。全球企业正紧急调整供应链以应对这场“特朗普式”贸易地震。【近日市场波动加大，大家觉得关税落地，目前是利好or利空？美股近日回调是否会开启？】","image":"https://static.tigerbbs.com/8acef5151539d2ccaf851aabab65dd19"}],"images":[],"coverImages":[],"html":"<html><head></head><body>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。</body></html>","htmlText":"<html><head></head><body>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。</body></html>","text":"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。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/409978289746200","repostId":0,"isVote":1,"tweetType":1,"viewCount":801,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":170,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/409978289746200"}