$嘉楠科技(CAN)_老虎社区_美港股上老虎 - 老虎社区

$嘉楠科技(CAN)$

最近嘉楠和MicroBT都去三星下单 2nm这事儿，包括大规模交付，时间节奏感觉没差多少。

过去矿机行业比较卷，行业被台积电卡得很死，先进制程基本决定能效比上限，这玩意2nm良率、成本还不清楚，给下个减半期埋伏吧。

话说现在最有想象力的不是绿电和电力负载么，包括最近我看社区上很多人发嘉楠家用矿机，有点口碑起来的感觉，现在这2nm是给家用还是商用准备的

非农数据来袭！能否重燃降息预期？

特朗普对全美发表讲话，未提供停火时间表，并发出进一步打击伊朗基础设施的威胁，美股低开。但此后伊朗霍尔木兹通道协议草案的消息推动标普、纳指惊险收涨。周五休市，本周是伊朗战争爆发以来美股首个上涨周。【周五3月非农就业数据将发布，大家觉得降息预期能否重燃？美股还会继续跌吗？】

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

Heartbeat12
2025-12-08
Heartbeat12
最有想象力的还是绿电啊，2nm估计先给商用铺路吧

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