· 供应链分析

澄清谣言后散户投降,光子学与英伟达路线图成焦点。

涉及标的:

相关概念: 光子学 Photonics

中文翻译

是的,目睹散户投降(retail capitulation)很有趣。在我们澄清了彭博社关于 Meta 计算(Meta compute)的文章(通过其内部备忘录)之后。以及英伟达(Nvidia)否认了两份关于延迟的报告之后。这两件事正是最初引发抛售的原因……所以,光子学(Photonics)/ 英伟达的路线图

英文原文

Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place... So Photonics / Nvidia’s roadmap

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