· 供应链分析
本周要点速览： 媒体：超大规模云厂商建设过剩，正在抛售多余算力。 -> $GOOGL, $MSFT, $META, 和 $AMZN：算力需求远超产能。资本支出(Capex)持续飙升。 机构：紧急加息或三次加息，行情就此终结。 -> Kevin Warsh：不会加息。 散户/媒体：AI因是泡沫而崩盘。 -> 城堡证券(Citadel)正寻求买入AI杠杆对冲基金头寸：👀 Jim Cramer：清仓所有杠杆型数据中心(DC)股票。 -> 韩国市场：SK海力士(SK Hynix) +30%，三星(Samsung) +26.81%
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%