DC大于C|Jul 06, 2026 15:00
With the continuous expansion of AI data centers, the market's focus has shifted from 'buying more GPUs' to 'making GPUs run more efficiently.' This has led to a secondary diffusion from chips → systems → infrastructure.
This includes storage/memory (e.g., MU), optical communication (e.g., AAOI), AI servers/data centers (e.g., SMCI, VRT), and semiconductor equipment (e.g., KLAC).
The core reason these assets are worth attention lies in the budget spillover and increased per-unit/per-cabinet value brought by the expansion of AI data centers, combining high performance elasticity with sustained growth potential.
For example, Micron's recent earnings report far exceeded market expectations.
To align with this AI infrastructure trend, @MSX_CN has launched the "AI Infrastructure Gold Rush Season" event, featuring 18 selected AI infrastructure-themed assets, including storage and optical communication.
During the event, users who trade designated spot or contract assets can share a prize pool of 40,000 USDT.
Event period: July 6, 00:00—July 17, 23:59 (UTC+0)
1️⃣ New User Welcome Bonus: Register and complete your first trade to earn up to 10 USDT (total prize pool: 5,000 USDT).
2️⃣ Spot Trading Challenge: Accumulate spot trading volume to share 30,000 USDT.
3️⃣ Contract Trading Challenge: Climb the leaderboard to win up to 100 USDT worth of MU.M U.S. stock tokens (total prize pool: 5,000 USDT).
Note ⚠️: Trading volume generated using contract trial funds will not count toward this event's trading volume.
No registration is required for this event; trades are automatically counted. Rewards are limited and distributed on a first-come, first-served basis.
For detailed rules, refer to the quoted tweet or the official announcement.
For forward-looking research on U.S. stocks, MSX shares updates in real-time. You can also check out my referral code on my profile: x8VP18.
Lastly, this is not financial advice, DYOR!
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