耐心and现金
02-27
分歧是继续继续上涨的可能，等没有了分歧才危险，现在算力远远不够，科技公司大量举债正是确定性的表现。
英伟达GTC大会将至！提前部署哪些板块？
下周的英伟达GTC大会（2026年3月16日至19日）以及美国光纤通信展览会及研讨会（OFC）（2026年3月15日至19日），成为投资者们关注热点。【黄仁勋将于当地时间3月16日上午11时发表主题演讲，芯片、存储、光纤板块……大家看好哪些板块的部署机会？英伟达能否大涨？】
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MurrayBulwer
02-27
MurrayBulwer
分歧才是真机会，算力缺口大着呢！
什么也没有了～
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