云起 @StockToWeb3
定投BTC， 炒炒股， 学习区块链知识， 学习AI agent，交个朋友，互fo Taipei City, Taiwan Joined August 2024-
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@JulianSutton_c 之前就改规则了，现在是一周重制一次，不过我这几天还不到一周给我重置了，已经重置了好几次了😄
昨天统计的公募基金二季度还有一个数据讨论度很高，就是目前公募基金持有电子（芯片、PCB、算力硬件）43.4%，历史最高，持有通信（光模块、光纤、服务器配套）：16.9%，同样也是历史最高。 这么大的规模到最后谁来接盘，不还是得股民来接盘 ，哎！ AI硬件从七月初开始调整估计最快也要调整到七月底才能结束吧. 如果AI硬件没有彻底熄火的话，那这次调整结束后应该就是科技股最后一舞了，到时候就看谁跑得快了！ 今天美股应该是被谷歌给带崩了吧！ 谷歌业绩超预期：营收1198亿美元，+24%，营业利润408亿，+30%，这两项数据都高于机构预期。净利润1121亿，+298% 资本开资也超预期了：资本开支449亿美元，全年指引上调至1950-2050亿美元，比之前的1700亿上调了17%。这是ai行业最关心的，它们害怕大厂缩减ai支出，看到谷歌加大投入安心了不少 一方面安慰了一下自己的股东，一方面有让卖硬件的公司的股东。 但是谷歌开支太大导致自己二季度自由现金流是-59亿美元，这下市场又担心谷歌以及那些购买ＡI硬件的大厂缩减AI资本开支！ 资本开支多了担心，资本开资缩减的更担心，进退两难，搞得好纠结啊！ 目前科技股的毕竟都涨了不少了，一有点风吹草动的就开始暴涨暴跌！ 看看后半夜能不能V起来吧
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