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Do-Wen
$XNVDA 宣布投资Meta 30亿美元。
Meta计划融资规模也提高到975亿美元。
AI产业现在越来越有意思了。
芯片供应商不仅卖芯片，还开始投资自己的客户。
AI需求确实很强，但资金循环和最终投资回报，值得认真研究。
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