多少人聽過博通? 全世界最賺錢的 AI 公司,你大概率沒聽過它的名字 它叫博通。Google、Meta、還有做 ChatGPT 和 Claude 的那些 AI 巨頭,訓練 AI 用的晶片,大半是它給設計和供應的。 AI 淘金熱裡那個賣鏟子的 昨晚美股,博通漲了 6.21%。同一晚,蘋果跌了 3.67%——理由很小,折疊屏 iPhone 工程測試又出問題了 小帥看了下數據,博通剛跟 Google 簽了個長單,一直簽到 2031 年。Google 一年砸 1800 億美元搞 AI,這些錢裡很大一塊,最後會變成博通財報上的數字 而蘋果,還在為一塊還沒造出來的折疊屏挨打 過去十五年,全世界最會賣夢的公司是蘋果。每年秋天那場發布會,全球幾億人熬夜看一塊新玻璃 現在夢做不動了。賣夢的,正在被賣鏟子的吊打 而全世界最賺錢的 AI 公司,你可能從來沒聽過它的名字
Let me talk about crude oil. After hitting bottom, a rebound has begun. From a chart perspective, selling pressure is extremely heavy and lacks the conditions for a direct V-shaped reversal. Japan's Thursday reserve release on Thursday is a real "increase in supply," meaning it's a clear bearish catalyst. Meanwhile, Wang Yi just spoke with Iran's foreign minister on the phone, with Iran saying it's currently only blocking the strait for warring nations. Based on my assessment: upside momentum will be blocked, followed by a second bottom test. Given that the moving average resistance near 104.5