Post
dadaliya格物
继观点9️⃣
云厂商现金流为负仍在提高未来资本开支，
人工智能大模型提前预定未来算力需求
卖铲子的人定不会让市场大失所望，参考AMD
建议趁财报情绪冲高未回落时止盈，
谨记“永远不赚最后一个铜板”
风险控制>盈利，分批建仓杠杆不要超过10倍
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