春天风云
05-09
存储只要几家商量好控制产能，就可以回避以前的滞销状态，而ai需求就是控产最好的条件，是有可能维持长期景气的[贱笑]
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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CornellRudolph
05-09
CornellRudolph
这逻辑像卡特尔 能撑多久
什么也没有了～
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