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wxqdoit
$NBIS 季度营收超越预期,高比例预付款与算力溢价成交迅速修复了市场的风险偏好。大客户主动承担过半资本开支,让场内资金对硬件回收周期的顾虑大幅减弱。只要算力紧缺态势延续,高溢价锁定产能的行情就能支撑机构仓位继续集中。若大客户支出节奏放缓,后续重点观察每兆瓦租赁单价与预付款比例是否拐头。
#标普收盘再创新高,8000点预期升温 #Lumentum营收翻倍,AI光通信需求延续 #海力士推进NAND扩产,存储供给预期上升
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