追梦999
05-09
光模块这波业绩兑现太猛了，AAOI营收上调引发空头回补，完全是戴维斯双击，感觉还没到顶，继续看多
英伟达逆势涨2.3%，持股Nebius曝光、AI算力叙事再升温，还能追？
英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？
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AlanBright
05-09
AlanBright
这波800G还在抢吧 谁在补空
什么也没有了～
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