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AI大跌后哪些看好，哪些不看好？_我的网站

A | 本篇评级为★★★，主要围绕以下内容展开： 1、芯片大跌，是阶段性拐点吗？ 2、AI内部分化，如何看下游应用机会？ 3、香港市场的结构性轮转机会；如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、芯片大跌，是阶段性拐点吗？今天，芯片板块带动整个人工智能赛道出现大调整，芯片板块单独下跌约8%。此次调整呈现国内外共振态势：昨晚华尔街市场表现不佳，费城半导体指数跌幅超过6%；今晨亚洲开盘后，在两只龙头股快速下跌带动下，韩国股市整体大幅下挫8%。全球共振的深层原因在于芯片板块前期涨幅过大，许多资金患上“恐高症”，稍有风吹草动便易引发剧烈波动。昨晚，科技龙头Meta宣布将部分算力出售给市场。 Army private Travis King, who crossed the border into North Korea before being returned to the U.S. in September, has been charged with desertion, according to military charging documents a source close to the case shared with ABC News Thursday night.In addition to desertion for crossing over into North Korea, where he was detained for two months, King faces seven additional charges, including possessing child pornography and multiple assaults, according to the documents. A defense official confirmed the desertion and assault charges to ABC News, while another said reports on the charges were correct. Reuters was first to break the news of the desertion, child pornography and assault charges.A spokesperson for the First Armored Division, King’s unit, was not available for comment late Thursday night, but the documents say King was informed of the charges on Wednesday.Claudine Gates, Pvt. King's mother, issued a statement in support of her son, asking for him to be be presumed innocent."I love my son unconditionally and am extremely concerned about his mental health. As his mother, I ask that my son be afforded the presumption of innocence," she said in her statement. "The man I raised, the man I dropped off at boot camp, the man who spent the holidays with me before deploying did not drink. A mother knows her son, and I believe something happened to mine while he was deployed. The Army promised to investigate what happened at Camp Humphries, and I await the results."King has been assigned two JAG officers as council, and he will also be represented by attorneys Sherilyn A. Bunn and Joshua Grumbaugh, and professor Franklin D. Rosenblatt, ABC has learned."I am grateful for the extraordinary legal team representing my son, and I look forward to my son having his day in court," her statement concluded.。

B | 此前Meta算力紧缺，不仅向竞争对手谷歌购买大量算力和云服务，还开始自建算力体系。如今突然向市场供给部分算力以回收前期投资，并非重大利空。这表明Meta等头部公司开始注重财务回报，回应市场对其前期巨额投入缺乏后续现金流的担忧，着手进行部分变现。昨日Meta股价因此快速拉升，但市场随后对该消息过度解读，以讹传讹。本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换输入“妙投888”即可领取。

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