#ai股持续上涨还有哪些投资机会
👉 钱在换桌子
The pricing approach for this AI round has changed.
Competition has shifted from buying compute to a price war over inference.
Two model companies cut prices and released new models on the same day.
Storage chips are absorbing this surge in demand first.
SanDisk rose 6.82%, while Micron rose 5%.
Chip stocks climbed for six straight trading days.
Storage tightness is being driven by data center expansion.
On the other side, bank stocks are being treated as a counterparty to AI.
JPMorgan fell 3.42% in a day.
The market has priced in the replacement of labor.
All three lines—selling power, selling storage, and selling inference—are being bought.
The terms for compute contracts are typically longer than ten years.
Cloud providers’ capital expenditures are still being ramped up.
Most of the money for AI infrastructure goes to power contracts.
Expectations for orders and capacity are supporting valuations.
The cheaper the model, the more people use it.
The AI premium in US stocks first shows up at a handful of leading companies.
Only businesses that deal with people are being discounted.
For crypto, the real outcome of this round is who has pricing power over compute and data.
Which sector do you think will be priced by AI next? Let’s discuss in the comments.
👉 钱在换桌子
The pricing approach for this AI round has changed.
Competition has shifted from buying compute to a price war over inference.
Two model companies cut prices and released new models on the same day.
Storage chips are absorbing this surge in demand first.
SanDisk rose 6.82%, while Micron rose 5%.
Chip stocks climbed for six straight trading days.
Storage tightness is being driven by data center expansion.
On the other side, bank stocks are being treated as a counterparty to AI.
JPMorgan fell 3.42% in a day.
The market has priced in the replacement of labor.
All three lines—selling power, selling storage, and selling inference—are being bought.
The terms for compute contracts are typically longer than ten years.
Cloud providers’ capital expenditures are still being ramped up.
Most of the money for AI infrastructure goes to power contracts.
Expectations for orders and capacity are supporting valuations.
The cheaper the model, the more people use it.
The AI premium in US stocks first shows up at a handful of leading companies.
Only businesses that deal with people are being discounted.
For crypto, the real outcome of this round is who has pricing power over compute and data.
Which sector do you think will be priced by AI next? Let’s discuss in the comments.
