花香满楼
01-15
自建电场，是要突破电力瓶颈？继续看好人工智能
特朗普要求自建电厂！“7巨头”跌势会持续多久？
特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】
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BaronLyly
01-15
BaronLyly
电力瓶颈破局，AI起飞稳了！
什么也没有了～
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