扎克伯格砸盤，原來你們都是想騙我！

📌我在用的全球投資資訊和選股平台，幫你打造美日台韓投資組合，還有ai投顧！ Investing.com優惠連結👉 https://www.investing-referral.com/nicholas/ 🔥 點擊連結購買，才有官網 55% + 額外 15%（疊加），僅限15-18號！ 🎁 我的專享連結，可額外享 15% 折扣！ 💡 這種折扣不常有！手慢無！ —————— 美股券商moomoo新客大禮：最高可獲得$1000 英偉達股票+ 8.1% APY （限時 2 個月） 👉 點擊連結立即領取：https://start.moomoo.com/0zHMIF 新加坡新客好禮：入金 S$5,000，得 S$100 英偉達股票+ S$60 交易回饋券 👉 點擊連結立即領取：https://start.moomoo.com/0y7C4G 在APP搜索栏搜索“專屬福利", 然后加入我的入金碼“NICOLAS88” 就能领取 教程：https://drive.google.com/file/d/1d-Y1Egt6pYJH5e9fbh1QgjC5L6dEB4q4/view?usp=drive_link 其他地區 moomoo 用戶福利 👉 點擊連結立即領取：https://start.moomoo.com/0zHMIF 香港開戶富途牛牛兌換碼：【Nicolas】 香港牛牛：最高得$1800 港幣+ 額外$200 現金券 免責聲明： *活動附帶條款和條件，其他費用適用。投資有風險，此文不構成任何投資建議。股票獎勵的價值將根據其市場情況而變化。投資於資本市場產品涉及風險。本文所表達的全部觀點均來自尼可拉斯楊的獨立意見。 moomoo 證券（新加坡）及其相關公司均不內容及觀點負責。此廣告未經新加坡金融管理局審查 —————— 主頻道：https://www.youtube.com/@NicolasYoung 副頻道：https://www.youtube.com/@nicolasyounglive —————— 昨晚AI晶片股迎來超級慘烈的暴跌，市場哀鴻遍野！起因是彭博社的一則重磅消息：Meta正在秘密籌備代號為「Meta Compute」的雲端業務，準備將過剩的AI算力對外租賃，甚至直接出售模型訪問權限，與AWS、Azure和Google Cloud正面開戰。消息一出，提供算力租賃與硬體設備的公司如CoreWeave等首當其衝，AI概念股宛如崩盤，許多投資人一夕之間損失慘重。市場到底發生了什麼事？AI投資的泡沫真的來了嗎？現在還能投資記憶體和晶片股嗎？ 在這期投資筆記中，我將透過硬核數據與底層邏輯，為大家揭開這次暴跌背後的真相。市場將Meta出售算力直接與「AI需求過剩」畫上等號，完全是高槓桿交易下的恐慌性誤判。如果我們回顧Meta近期與Nebius、CoreWeave簽訂的高達數百億美元的算力合約，以及被Google限制Gemini額度的窘境，就會發現「算力過剩」根本是個偽命題。 影片中我們將深度剖析祖克柏效仿馬斯克出售算力背後的真實商業邏輯：將老舊的H100 GPU變現，獲取現金流以投入下一代Vera Rubin等高階晶片的競賽。同時，透過全美資料中心H100與Blackwell Ultra (B300) 的穩定租金報價，以及華強北DDR5記憶體的價格走勢，我們用真實數據證明：AI需求依然火熱！ 此外，從Palantir與輝達（Nvidia）的最新合作佈局中，我們可以看到未來企業級「私有AI數據中心」的龐大藍海市場。這意味著CPU、GPU與記憶體的需求才剛剛開始爆發。七巨頭近期的回調，或許正是絕佳的入場機會！ 歡迎在留言區分享你對這次AI股暴跌的看法，我會挑選最有價值的留言在未來的影片中與大家探討。別忘了點擊訂閱並開啟小鈴鐺，幫助頻道衝刺20萬訂閱大關，達標後我將大方公開我下半年的專屬股票投資清單！ 請注意：本影片僅為我個人的投資筆記分享，不構成任何財務或投資建議，市場有風險，投資需謹慎。 #AI概念股 #美股投資 #Meta #輝達 #Nvidia #Palantir #晶片股 #記憶體 #股票分析 #AI泡沫 #投資筆記 #美股暴跌 #算力中心 Last night, AI chip stocks experienced a brutal crash, sending shockwaves through the market! The trigger? A Bloomberg report revealing that Meta is secretly preparing a cloud business code-named "Meta Compute." By selling excess AI compute and model access, Meta aims to compete directly with AWS, Azure, and Google Cloud. This news caused a massive sell-off in compute-leasing and hardware companies like CoreWeave, leaving many investors panic-stricken. What is really happening in the market? Has the AI investment bubble finally burst? Can we still invest in memory and chip stocks? In this investment diary, I dive deep into the hard data and underlying logic to uncover the truth behind this crash. The market's knee-jerk reaction—equating Meta's compute sales with an "AI oversupply"—is a massive misjudgment driven by over-leveraged panic. By analyzing Meta's recent multi-billion dollar contracts with Nebius and CoreWeave, along with Google throttling their Gemini API access, it becomes glaringly obvious that the "compute surplus" narrative is flawed. We will break down the real business strategy behind Mark Zuckerberg's move, taking a page out of Elon Musk's playbook: monetizing older H100 GPUs to generate cash flow for the next-generation Vera Rubin AI race. Furthermore, looking at the stable hourly rental rates for H100 and Blackwell Ultra (B300) GPUs across US data centers, alongside the rising DDR5 memory prices, the data doesn't lie—AI demand remains incredibly hot. We also explore the massive potential of enterprise "Private AI Data Centers," highlighted by the recent collaboration between Palantir and Nvidia. This shift guarantees a sustained, massive demand for GPUs, CPUs, and memory. The recent pullback in the Magnificent Seven might just be a golden entry opportunity! Leave a comment below with your thoughts on the AI stock crash! Don't forget to subscribe and help us reach the 200,000 subscriber milestone—once we hit it, I will reveal my exclusive stock watchlist for the second half of the year! Disclaimer: This video is my personal investment journal and does not constitute financial or investment advice. Always do your own research. —————— 📌 投資風險免責聲明 本頻道所有內容僅代表個人觀點與研究分享，僅供學習與參考，不構成任何形式之投資建議、投資邀約或買賣推薦。 金融市場具有不確定性與波動風險，過往表現不代表未來結果。任何投資決策請依自身財務狀況與風險承受能力獨立判斷，盈虧自負。本頻道對因使用相關內容所產生之任何直接或間接損失，概不負責。 📌 Investment Disclaimer All content on this channel reflects personal opinions and research and is provided for educational and informational purposes only. It does not constitute investment advice, recommendations, or solicitation. Financial markets involve risk, and past performance does not guarantee future results. Viewers are responsible for their own investment decisions. The channel assumes no liability for any losses incurred.