超大规模云服务商（GOOGL, MSFT, META, AMZN）需求强劲、资本开支增加，看涨。韩国存储芯片股（SK海力士、三星）在Jim Cramer看空数据中心股的呼吁下仍上涨
超大规模云服务商（GOOGL, MSFT, META, AMZN）需求强劲、资本开支增加，看涨。韩国存储芯片股（SK海力士、三星）在Jim Cramer看空数据中心股的呼吁下仍上涨。
“Just a TLDR of this week: Media: Hyperscalers overbuilt and are selling excess compute. -> $GOOGL, $MSFT, $META, and $AMZN: Demand for compute far exceeds capacity. Capex go brrr. Institutions: Emergency rate hike or 3x rate hikes, it's all over. -> Kevin Warsh: No rate Hike. Retail/Media: AI is crashing because it's a bubble. -> Citadel looking to buy AI leveraged hedge funds positions: 👀 Jim Cramer: Sell all your leveraged DC stocks. -> Koreans: SK Hynix +30%, Samsung +26.81%”原帖：X / @aleabitoreddit ↗