北美AI硬件,集体疯狂!

圣研聚将
31 Jul

前言:Hi,欢迎来到《圣研聚将》研究所,我是大圣。希望在我的文章里,让你感受到纯正的价投分析,同时又不失与市场交易的结合。在这个碎片化的时代里,保持系统性研究,唯坚韧、乐观、向内求者,方能穿越牛熊,抵达心之所向。收盘英伟达涨2.14%,总市值逼近4.4w亿美金,更炸裂的是,盘后Meta和微软业绩双双超预期,Meta暴涨12%、微软暴涨9%…微软将和英伟达共同跻身4万亿美元市值“俱乐部”。主要是有...

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