$Oklo Inc._老虎社区_美港股上老虎 - 老虎社区

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橙子菌
2025-01-30

$Oklo Inc.(OKLO)$ $Vertiv Holdings LLC VERTICAL 250228 CALL 125.0/CALL 135.0$

AI 的叙事还在继续，云还有数据中心的体量还有很大的空间，继续长期看好数据中心，$天弘科技(CLS)$ 的财报也能看出来这块的前景。

达子以后增长应该要放缓了，也就是定价权放生了转换要被其他几个大厂压价，好在他自己也做数据中心和软件。

插一句阿里，有软件有硬件有云，还在神秘的东方，一键部署 ds 之类的应该快了[得意]

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