CME位列第一大重仓_老虎社区_美港股上老虎

CME位列第一大重仓有点意外。可能思路是AI需要海量金融数据训练，或者押注AI带来的量化交易变革，这意味着“AI+金融”的基础设施价值正在被重估。

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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JackPowell
05-23
JackPowell
AI+金融这条线有意思 CME算卖铲子的了

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