$SpaceX(SP_老虎社区_美港股上老虎 - 老虎社区

荣叔叔的老虎大逃亡

$SpaceX(SPCX)$ 现在是解禁了没有?流通股还是5亿+没变噢?

特斯拉168亿建超级芯片厂,AI产业链行情能否催化？

特斯拉上周五涨2.83%、英特尔涨1.84%,消息面是两家联合宣布:特斯拉与SpaceX将投入168亿美元,在得克萨斯州建设名为Terafab的超大规模AI芯片园区,规划面积约1亿平方英尺。它与传统晶圆厂的差别在于把逻辑芯片、存储芯片制造、先进封装与测试压进同一园区,做垂直一体化产能,直接服务Optimus人形机器人、Cybercab与SpaceX太空数据中心的算力需求;英特尔已被确认为制造合作方,其代工业务上周还刚拿下一个值得关注的新客户。产业链上封测端艾马克涨2.05%,供电散热端Vertiv反而跌1.01%,扩散并不均匀。当AI巨头开始自建产能,这波行情能真正传到设备与电力基建吗?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

荣叔叔的老虎大逃亡
08-06
荣叔叔的老虎大逃亡
天量买盘，45分钟110亿+
三更穷五更富
08-06
三更穷五更富
都知道要跌就不会跌，卧槽

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