Mcrowe
11-24
吃上两口
$TSLA 20251128 405.0 CALL$
下班!
英伟达vs谷歌!12月市场情绪会倾向于哪边?
甲骨文等再贷380亿美元,“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月,英伟达累计跌12%,甲骨文累计跌23%,而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段,但“GPU vs TPU”的市场分歧还是很大。大家觉得12月,市场情绪会回到“英伟达链”吗?现在两边,你的操作策略是?】
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