#ai股持续上涨还有哪些投资机会
👉 买瓶颈，不买故事
NVIDIA, AMD, and Intel all plunged together before the bell on Thursday.
A 5% yield is putting pressure on AI trading.
What rose on September 22 was memory.
SanDisk rose 6.82%, Micron rose 5%, and Seagate rose 4.85%.
What fell were the application names.
Microsoft fell 0.72%, and Google fell 1.07%.
The money moved from storytelling to suppliers.
SanDisk’s order backlog was written up to $93.9 billion.
Eight major customers locked in 65% of production for fiscal 2028.
Memory’s order visibility was extended to 2028.
These are orders, not predictions.
The next day, interest rates came.
The 10-year Treasury yield stood at 5.13%.
Google fell 3.8% and NVIDIA fell 1.47%.
Buying AI stocks is roughly like buying duration.
Once rates are raised, valuations get cut first.
For crypto, when the money for AI overflows, it will first look for assets with greater elasticity.
Do you think this move is the time to buy compute power or buy applications? Let’s discuss in the comments.
👉 买瓶颈，不买故事
NVIDIA, AMD, and Intel all plunged together before the bell on Thursday.
A 5% yield is putting pressure on AI trading.
What rose on September 22 was memory.
SanDisk rose 6.82%, Micron rose 5%, and Seagate rose 4.85%.
What fell were the application names.
Microsoft fell 0.72%, and Google fell 1.07%.
The money moved from storytelling to suppliers.
SanDisk’s order backlog was written up to $93.9 billion.
Eight major customers locked in 65% of production for fiscal 2028.
Memory’s order visibility was extended to 2028.
These are orders, not predictions.
The next day, interest rates came.
The 10-year Treasury yield stood at 5.13%.
Google fell 3.8% and NVIDIA fell 1.47%.
Buying AI stocks is roughly like buying duration.
Once rates are raised, valuations get cut first.
For crypto, when the money for AI overflows, it will first look for assets with greater elasticity.
Do you think this move is the time to buy compute power or buy applications? Let’s discuss in the comments.
