Omgz
參與了投票
在AI驅動的繁榮背景下，雲超大規模服務商持續加碼AI資本開支。預計到2026年，Meta、微軟、Alphabet和亞馬遜的合計資本開支將達到約$7,350億至$7,600億，中位數接近$7,500億，相比2025年約$4,127億的水平增長超過80%。
然而，市場關注點大多集中在GPU上，而完整的...
然而，市場關注點大多集中在GPU上，而完整的...
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Omgz
讚了
Omgz
評論了
$2倍做空海力士ETF-GraniteShares (SKDD.US)$ 太難下跌了，整晚都沒跌超過1%，卻能在不到1分鐘內上漲1-2%。
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Omgz
評論了
$CoreWeave (CRWV.US)$ 大家不太看好 CoreWeave，不如轉投表現更佳的 NEBIUS。
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