@Saccc_c: 跟着老黄走，轻松赚到手，上半年没赚到的兄弟们要抓紧了！ 老黄的喊单力也是一绝，昨天产业链背景图刷屏，$NBIS等AI云板块公司直接爆了；现在又是Marvell夜盘暴涨 下一个轮到谁？我把英伟达GTC大会上公布的美股财富密码梳理了一下： 1…

跟着老黄走，轻松赚到手，上半年没赚到的兄弟们要抓紧了！

老黄的喊单力也是一绝，昨天产业链背景图刷屏，$NBIS等AI云板块公司直接爆了；现在又是Marvell夜盘暴涨

下一个轮到谁？我把英伟达GTC大会上公布的美股财富密码梳理了一下：

1、AI 算力云/NeoCloud $CRWV（+57%）：NeoCloud 规模龙头，NVIDIA 绑定最深，大客户长约和订单储备充足 $NBIS（+194%）：优势在全栈 AI 云平台，获得 NVIDIA 融资支持和生态背书 $IREN（+53%）：优势是低成本电力和现成站点，能更快转成 AI 云产能

2、AI工厂软件平台 $IBM（+10%）：核心看 Red Hat/OpenShift，优势在企业混合云和 AI 集群管理，是 AI 工厂的软件底座

3、AI数据中心设计建造 $CDNS（+33%）：EDA 与仿真软件龙头，受益于 DSX 推动 AI 数据中心前期仿真和数字孪生需求 $J（-9%）：工程设计与交付服务商，受益于 DSX 参考设计向真实 AI 工厂项目落地的需求

4、供配电与液冷温控 $VRT（+84%）：AI 数据中心电力和液冷纯度最高的标的之一，直接绑定高密度 GPU 机柜 $ETN（+22%）：供配电龙头，受益于 AI 数据中心供配电系统升级 $GEV（+40%）：电力设备龙头，受益于 AI 数据中心带来的新增发电和电网扩容需求

5、AI数据中心基础设施 $EQIX（+38%）：互联型数据中心龙头，优势在全球网络节点和企业客户连接 $DLR（+19%）：超大规模数据中心龙头之一，直接受益于 AI 算力扩建带来的机房和电力容量需求

抓紧研究、提前布局，下一个风口可能就属于你了

Follow Old Huang’s lead, and you’ll easily rake in the cash—brothers who missed out in the first half of the year, better hustle now!

Old Huang’s call-it-like-it-is skills are legendary too. Yesterday, the supply chain background charts flooded the screens, and $NBIS and other AI cloud sector companies exploded right away; now Marvell’s surging in after-hours trading.

Who’s next? I’ve sorted out the U.S. stock wealth code revealed at NVIDIA’s GTC conference:

1. AI Computing Power Cloud/NeoCloud
   $CRWV (+57%): NeoCloud scale leader, deepest ties to NVIDIA, with ample long-term contracts and order reserves from major clients
   $NBIS (+194%): Edge in full-stack AI cloud platform, backed by NVIDIA financing and ecosystem endorsement
   $IREN (+53%): Strength in low-cost power and ready-to-use sites, enabling faster conversion to AI cloud capacity

2. AI Factory Software Platform
   $IBM (+10%): Key focus on Red Hat/OpenShift, edge in enterprise hybrid cloud and AI cluster management—it’s the software foundation for AI factories

3. AI Data Center Design and Construction
   $CDNS (+33%): EDA and simulation software leader, benefiting from DSX-driven demand for early-stage simulation and digital twins in AI data centers
   $J (-9%): Engineering design and delivery service provider, benefiting from demand for DSX reference designs to land as real AI factory projects

4. Power Supply/Distribution and Liquid Cooling Temp Control
   $VRT (+84%): One of the purest plays in AI data center power and liquid cooling, directly tied to high-density GPU cabinets
   $ETN (+22%): Power distribution leader, benefiting from upgrades to AI data center power systems
   $GEV (+40%): Power equipment leader, benefiting from new generation capacity and grid expansion driven by AI data centers

5. AI Data Center Infrastructure
   $EQIX (+38%): Interconnected data center leader, edge in global network nodes and enterprise client connections
   $DLR (+19%): One of the hyperscale data center leaders, directly benefiting from machine room and power capacity needs from AI computing expansions

Dive in and research quick, get positioned early—the next big wave might just be yours!

try一下哈哈

好的zc大哥