链研社|AI First🔶💧
链研社|AI First🔶💧|7月 08, 2026 13:30
Coin An Plaza is getting better and better. I can hear the analysis of all the celebrities on the plaza every time. I also put the book recommended by Byte Yellow Cat and Stock God on the website. Only the most essence of the book can be taken for quick practice. After the storage shutdown, the market also began to shift. The latest analysis report from Da Mo, including the shift from storage to big cloud vendors, suggests that the market style shift will not end so quickly, especially with the financial reports of many companies in July. Whether it's increasing or decreasing capital expenditures, both are positive. Increasing capital expenditures in conference calls will definitely provide data on how to recover costs in the future, why invest now, and reducing them means not investing at the most expensive premium time, providing the efficiency of existing computing power The reversal is in the seven giants, cloud manufacturers, and software stocks with the ability to generate revenue. Goldman Sachs' report also mentioned that the bottom of Tencent and Alibaba has emerged
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