· 个股论点
涉及标的： $GOOGL$LITE$META$NVDA$TSM
说实话，彭博社的标题竟然连续第二天导致半导体市场崩盘，这确实令人印象深刻。 $LITE 下跌 14.4% $NVDA 下跌 3.5% $TSM 下跌 4.4%。 消息是 Oracle 和 OpenAI 没有扩大其 Stargate 项目的一部分。 这看起来比昨天的报道更可信，因为 OpenAI 的“传染效应”正在蔓延。 但在文章最底部，他们补充道： $META 将介入并考虑从开发商 Crusoe 那里租赁位于德克萨斯州阿比林的规划扩建场地。 这看起来像是特定个股的买入机会，因为 AI 交易的范围现在已经远远超出了 OpenAI，并且现在由从 $GOOGL 到 $META 的盈利超大规模云服务商提供资金支持。
It’s honestly impressive Bloomberg titles have managed to crash the Semi Market for a second day in a row. $LITE down 14.4% $NVDA down 3.5% $TSM down 4.4%. On the news that Oracle and OpenAI are not expanding a part of their Stargate project. This looks more legitimate than yesterday’s report as the OpenAI contagion is spreading. At the very bottom, they left added: $META, to step in and consider leasing the planned expansion site in Abilene, Texas, from developer Crusoe. This looks like a buying opportunity for specific names, as the AI trade has expanded far beyond OpenAI now and is now funded by profitable hyperscalers from $GOOGL to $META.