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Ivey Folker RZP3
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最近对持仓做了一些调整和加注,思路记录如下: INTC: 经典与AI计算的下一站,可能是量子。 AMZN: AI浪潮的基础设施,核心逻辑是AWS云业务的强劲复苏,其通过千亿资本支出和自研芯片以掌握算力。 DT: 为广泛开发者提供AI云服务,生态位值得关注其增长。#美股超话 #AI
最近对持仓做了一些调整和加注,思路记录如下:
INTC: 经典与AI计算的下一站,可能是量子。
AMZN: AI浪潮的基础设施,核心逻辑是AWS云业务的强劲复苏,其通过千亿资本支出和自研芯片以掌握算力。
DT: 为广泛开发者提供AI云服务,生态位值得关注其增长。
#美股超话
#AI
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