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阿简在路上
阿简在路上
今天群里有友仔问阿简怎么判断AI行情有没有见顶，我个人除开大家都会看的$NVDA 之外，主要还看3个东西：HBM订单、数据中心资本开支和云厂商AI收入。如果三个都在增长那证明AI资本开支还在，如果订单涨但收入跌那就需要警惕了，而如果资本开支都开始削减，那可能就是真正的周期拐点信号
$NVDA+1.04%
NVDL+2.28%
xNVDA+1.08%
19:25 · 10/02/26·1.75K views·Posted on OKX Orbit
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