EPISODE · Mar 16, 2025 · 16 MIN
AI 算力军备竞赛：美股宏观周复盘20250316
from 左兜进右兜
每周六，周日复盘美股技术及宏观。了解更多财经信息，研报信息，交易逻辑，如内容引起您的共鸣，请订阅我们，以支持我们继续分析创作，谢谢你。每一次的痛苦都需要得到一些经验，不能让痛苦白白溜走。本周五还好大规模反弹，要不然又是痛苦的一周。本周宏观复盘主要内容： 美股市场回顾 美国宏观数据及重点事件 鸿海的业务反馈 解析 AI 算力军备竞赛 测算推理下的硬件需求本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识付费圈子，《图说市场美股圈》在小宇宙查看该单集文稿
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AI 算力军备竞赛：美股宏观周复盘20250316
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