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听澜321
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Brothers, the AI sector has gone crazy again recently 😂
Why is everything rising?
Come, come—let me break down what’s going on: OpenAI released a new model, GPT-6. This model can operate a computer on its own to do work. Nvidia’s CEO Huang directly said, “AGI has already arrived.” Meta rolled out an AI assistant called Muse, whose downloads even surpassed ChatGPT.
Then the capital markets went into an all-out frenzy.
To put it plainly, there are really two things: first, AI is truly starting to do work—not just chat; second, compute power still isn’t enough, so everyone keeps抢芯片 (fighting for chips).
The South Korean storage-chip leader $SKHY jumped 8% in a day. In China’s A-shares, hardware plays like optical modules and PCB stocks went up in bulk, hitting the daily limit. After Meta’s AI assistant suddenly caught on and went viral, the market suddenly realized: the AI application side is about to take off—so how many times will the underlying compute need to increase to meet demand?
Let me share a personal opinion—maybe not necessarily correct:
In the short term, AI is a bit overheated. This kind of surge driven by news is risky if you chase the price. Look—Nvidia executives have been selling down, and even Huang cashed out about a hundred million in the process.
But the medium-term direction is fine. Some institutions say this round is more like the 1998 situation rather than the peak of the 2000 bubble—the industrial logic is still being realized. As for compute, as long as the models keep iterating, demand won’t stop.
My personal take: don’t chase; wait for a pullback.
The hardware side has more certainty than the application side. No matter which model comes out, they all need to buy chips, buy storage, and buy optical modules. The application side is still in the “storytelling” phase—who will truly succeed is still hard to say.
Finally, one more reminder: interest rates in the US stock market are still high, and liquidity isn’t as loose as people imagine—so don’t get carried away, okay?
#AI股持续上涨还有哪些投资机会
Why is everything rising?
Come, come—let me break down what’s going on: OpenAI released a new model, GPT-6. This model can operate a computer on its own to do work. Nvidia’s CEO Huang directly said, “AGI has already arrived.” Meta rolled out an AI assistant called Muse, whose downloads even surpassed ChatGPT.
Then the capital markets went into an all-out frenzy.
To put it plainly, there are really two things: first, AI is truly starting to do work—not just chat; second, compute power still isn’t enough, so everyone keeps抢芯片 (fighting for chips).
The South Korean storage-chip leader $SKHY jumped 8% in a day. In China’s A-shares, hardware plays like optical modules and PCB stocks went up in bulk, hitting the daily limit. After Meta’s AI assistant suddenly caught on and went viral, the market suddenly realized: the AI application side is about to take off—so how many times will the underlying compute need to increase to meet demand?
Let me share a personal opinion—maybe not necessarily correct:
In the short term, AI is a bit overheated. This kind of surge driven by news is risky if you chase the price. Look—Nvidia executives have been selling down, and even Huang cashed out about a hundred million in the process.
But the medium-term direction is fine. Some institutions say this round is more like the 1998 situation rather than the peak of the 2000 bubble—the industrial logic is still being realized. As for compute, as long as the models keep iterating, demand won’t stop.
My personal take: don’t chase; wait for a pullback.
The hardware side has more certainty than the application side. No matter which model comes out, they all need to buy chips, buy storage, and buy optical modules. The application side is still in the “storytelling” phase—who will truly succeed is still hard to say.
Finally, one more reminder: interest rates in the US stock market are still high, and liquidity isn’t as loose as people imagine—so don’t get carried away, okay?
#AI股持续上涨还有哪些投资机会
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.