目前基建类还是最热门。要等一个反转信号
越王剑
2026-02-15 10:25:10
( reads)
就是HyperScaler 宣布cut back CapEx. 然后就是芯片暴跌，HyerScalers暴涨。Before that, current investment them remain the same.
就是HyperScaler 宣布cut back CapEx. 然后就是芯片暴跌，HyerScalers暴涨。Before that, current investment them remain the same.
香虞
2026-02-15 10:42:15华尔街用脚投票 在施加压力给HyerScalers