Joy Lou
Joy Lou
真好啊这个市场，全都缺的，只不过随着市场意识到的顺序依次涨，而且没有美股韩股日股A股之分，只有一个AI市场，全球都是结构化市场，而且同一个板块的龙头涨幅几乎是一样的，产业链位置不同，估值基础也不同而已。当然是会有capex增速大于算力增速的板块，也有抢占市占率的新技术路线，这些就多涨点，
Serenity
Serenity @aleabitoreddit · 
TLDR of recent news + bottlenecks that go brr: 1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1. CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr. 2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and
From X

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