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投研荟
@freearkshaw
20多年A股专业投研经验，前私募总经理 聚焦A股产业浪潮投资机会（AI、半导体、机器人、商业航天等） 分享研究信息，记录投资琐碎 仅知识分享，非投资建议
Joined February 2014
1.6K Following    28.7K Followers
投研荟@freearkshaw
2026.07.03 04:01
SemiAnalysis驳斥“算力过剩论”：Meta算力扩张远超想象，明年资本开支将“高得惊人”
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