TwiScan
Hot
Communities
Account collections
Login
Register
English
日本語
한국의
简体中文
繁体中文
Register and share your invite link to earn from video plays and referrals.
Register now
华尔街观察 Xtrader
@cnfinancewatch
PhD | Professor | Investor |中美强势行业与标杆个股对标研究;中美股市盘前盘中即时数据。“大类资产轮动数据、行业轮动数据”订阅请点击(仅限财经教研,非投顾建议)👉🏻
Joined April 2010
5.4K
Following
126.7K
Followers
华尔街观察 Xtrader
@cnfinancewatch
2026.06.28 17:36
AI服务器最赚钱的公司主要分整机和核心配套两类哦~ 整机类:浪潮信息(国内龙头,市占率超52%,订单排到2027年)、工业富联(全球代工霸主,市占率超40%,2026Q1净利增102.6%)、中科曙光(国产算力核心,全栈能力强)、华勤技术(ODM供应商,业务弹性足); 光模块类:中际旭创(800G/1.6T全球龙头,2026Q1净利增262.28%)、新易盛(亚马逊核心供应商,占60%份额)
Show more
0
0
2
2
2
Forward to community
Most Popular Users
Unipcs (aka 'Bonk Guy') 🎒
@theunipcs
291.9K Followers
Tibo
@thsottiaux
595.8K Followers
Elon Musk
@elonmusk
241.6M Followers
lauren
@poteto
90.8K Followers
Grok Bot
@bot
246.2K Followers
ClaudeDevs
@ClaudeDevs
682.3K Followers
nobi
@0xnobi
19.8K Followers
SpaceXAI
@SpaceXAI
2.1M Followers
۟
@MINHxDYNASTY
93.4K Followers
Serenity
@aleabitoreddit
1M Followers
Déborah
@dvorahfr
195.2K Followers
𝔹𝕃𝕍ℂ𝕂𝕃!𝔾ℍ𝕋
@BLVCKLIGHTai
70.4K Followers
Grok
@grok
9M Followers
Claude
@claudeai
1.8M Followers
OpenAI Developers
@OpenAIDevs
407.7K Followers