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AI进入警戒线后面更顺利 CPU、存储 以前很多看不上的题材都开始异动今晚本来看了个液冷上游 因为接下来B200的扩产要开始做准备了也就是因为这个估值计算 可以看出之前是AI板块的水位上升不是所有AI都要赚钱了 重点要看哪边的抱团资金更强接下来可能是新发酵题材开始坑人 然后老题材坚挺向上吸引最后的超级流量现在鑫多多很火 其实今年出现了很多做局资金布局、吹票主要是市场反馈很好 所以庄股可能是今年的一大主旋律-----------------------------------------
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