昨夜压迫感十足!英伟达历史新高,盘后Meta暴涨12%、微软9%,北美AI硬件继续狂飙…

橙子不糊涂
31 Jul

感受一下北美AI巨头和资本市场的压迫感: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%…1,Meta和微软业绩超预期:资本开支持续上调,微软表示产能紧缺影响落地布局…(1)Meta Platforms(META.O)第2季度营收超过预期,对当前时期的预测也强于预期;Meta预计,其第3季度营收将达到475亿美元-...

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