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sxsxscs

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- sxsxscssxsxscs
  ·07-08 16:18
  $齐云山食品(02797)$ 比鲟龙这个垃圾强多了
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- sxsxscssxsxscs
  ·07-02
  meta什么都没有当然算力过剩……
  Meta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%
  Meta投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌
  Meta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%
  62 评论
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- sxsxscssxsxscs
  ·06-17
  $诺基亚(NOK)$ 垃圾。
  240 评论
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- sxsxscssxsxscs
  ·05-27
  $Circle Internet Corp.(CRCL)$ 去你马的
  349 评论
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- sxsxscssxsxscs
  ·05-07
  $胜宏科技(02476)$ 有点儿出息行吗
  548 评论
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- sxsxscssxsxscs
  ·04-27
  $2倍做多白银ETF-ProShares(AGQ)$ 还是内存值钱
  513 评论
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- sxsxscssxsxscs
  ·04-08
  $美丽田园医疗健康(02373)$ 大盘反弹你就不到200万成交，尾盘要不收个绿给大家提供个乐子吧，然后明天千万成交额砸盘15%，争取今年跌到个位数
  1,738 1
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- sxsxscssxsxscs
  ·04-01
  $美丽田园医疗健康(02373)$ 放量就跌，还并购个p，公司卖了得了
  794 评论
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- sxsxscssxsxscs
  ·04-01
  $美丽田园医疗健康(02373)$ 老鼠仓还没跑干净是吧
  1,192 评论
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- sxsxscssxsxscs
  ·03-30
  $美丽田园医疗健康(02373)$ 垃圾
  1,327 评论
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果然有厨子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581396176188792,"gmtCreate":1782972591414,"gmtModify":1782972593475,"author":{"id":"3579849343216736","authorId":"3579849343216736","name":"sxsxscs","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579849343216736","idStr":"3579849343216736"},"themes":[],"title":"","htmlText":"meta什么都没有当然算力过剩……","listText":"meta什么都没有当然算力过剩……","text":"meta什么都没有当然算力过剩……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581396176188792","repostId":"2648782578","repostType":2,"repost":{"id":"2648782578","kind":"news","pubTimestamp":1782958112,"share":"https://www.laohu8.com/m/news/2648782578?lang=zh_CN&edition=full","pubTime":"2026-07-02 10:08","market":"hk","language":"zh","title":"Meta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648782578","media":"格隆汇","summary":"Meta投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌","content":"<html><head></head><body><p style=\"text-align: left;\">港股存储概念股集体下挫，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>跌超18%，<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>跌超15%，<a href=\"https://laohu8.com/S/03986\">兆易创新</a>跌超9%，<a href=\"https://laohu8.com/S/06809\">澜起科技</a>跌超7%。</p><p style=\"text-align: left;\">消息面上，<a href=\"https://laohu8.com/S/META\">Meta</a>投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌，今早韩国股市<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和海力士亦跟随大跌，一时间，市场预期从“无底线抢购”走向了“算力过剩”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f16d3d59bf5821dfb5e100f51ba239a6\" data-align=\"center\" tg-width=\"300\" tg-height=\"176\"/><span></span></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\nMeta跨界引爆“算力过剩”恐慌，存储芯片股遭血洗，两倍做多三星电子跌18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 10:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/live?channelId=USStock><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股存储概念股集体下挫，南方两倍做多三星电子跌超18%，南方两倍做多海力士跌超15%，兆易创新跌超9%，澜起科技跌超7%。消息面上，Meta投下“深水炸弹”，拟跨界进军云基础设施服务、对外出售过剩AI算力资源，这一消息引发了美股上游存储芯片和光通信板块的集体暴跌，今早韩国股市三星电子和海力士亦跟随大跌，一时间，市场预期从“无底线抢购”走向了“算力过剩”。</p>\n\n<a href=\"https://www.gelonghui.com/live?channelId=USStock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"DRAM":"Roundhill Memory ETF","IEMG":"iShares Core MSCI Emerging Markets ETF","RAM":"2倍做多DRAM ETF-T-REX","BK4581":"高盛持仓","07747":"南方两倍做多三星电子","BK4543":"AI","SOCL":"社交媒体ETF-Global X","BK4585":"ETF&股票定投概念","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","FTXL":"First Trust Nasdaq Semiconductor ETF","EEMO":"Invesco S&P Emerging Markets Momentum ETF","03986":"兆易创新","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","MAGY":"Roundhill Magnificent Seven Covered Call ETF","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4588":"碎股","YMAG":"YieldMax Magnificent 7 Fund of Option Income 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