AI 叙事: 英伟达市值突破5万亿。这是既定事实,已经发生的事情了。 现在进入了下半场,内存已经开始疯涨了,涨的比黄金都猛。存储板块,也开始涨价了...... 算力的问题实际上已经铺开了,现在要解决的就是:算完了,放哪的问题。 不炒美股不碰A股的,只能在币圈,找找相关概念了! 结合币圈最强大的AI surf 来检索一下信息: 率先动的是 存储老龙头 $FIL 核心三币(FIL/AR/STORJ)出现 “OI 激增 + 负费率” 组合 就酱紫 阿巴阿巴 @zama
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