AI 硬件热潮尚处早期阶段。预计将涌现几家新的万亿美元市值公司，甚至可能取代 MAG7。别掉队！
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☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
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大型科技公司的股权融资只表明人工智能支出依然强劲，并且他们深知先发优势是真实存在的。然而，估值已经过高，一次健康的喘息对市场来说将是好事。
☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
- H
市场似乎正在上涨，但个股之间的轮动非常明显。存储器和部分芯片似乎是当前的热点。
☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
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考虑到未来几个月将有大量备受瞩目的 IPO 启动，由于机构和个人投资者的高期望和浓厚兴趣，看到高估值我并不感到意外。我个人感觉市场已经过热，尽管人工智能革命远未结束，仍有增长潜力。然而，公司估值飙升的速度，一旦资金开始从该行业流出，就会带来更高的风险。对于这些即将到来的 IPO 进行波段交易可能是个好主意，但立即全仓做多肯定风险太大。
☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
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我认为企业级 AI 硬件交易正在获得动力，虽然仍处于早期阶段，但还没到早期潜伏者能获得数倍回报的时候。
☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
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Anthropic 仍在亏损，但它是一家高增长公司。人们正在买入其扩张叙事，并愿意为此承担高风险。
☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
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基于当前的市盈率和以往的互联网泡沫历史，AI 浪潮距离顶峰还很远。会耐心观望并快速抓住机会。
☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic Files S-1🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Anthropic files S-1, HPE surges 40% AH, Micron crosses $1,000.
