跟着国家队走！NaNa说美股(2026.05.21)

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大家好

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欢迎回到娜娜说

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美股今天是5月11号周四

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因为它财报大好

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但是呢超预期已经成为常态

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市场对它的边际惊喜与值被不断的抬高

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虽然Q1营收和利润双双远超预期哈

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甚至呢还甩出了800亿美元的巨额股票

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回购计划

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但是由于增速较前几个季度结构性放缓

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叠加黄仁勋承认基本放弃了中国市场

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这份财报没能够给市场提供

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让估值继续大幅扩张的新趋势

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结果就是股价在季后出现了震荡

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直接导致多空期权双杀

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末日期权变废止

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从技术面来看

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英伟达的短期图形呢正处于高位

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多空天平的临界点

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当前的期权做市商处于多头干骂状态

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这意味着由于机构大量抛售看涨期权啊

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就是卖出看涨期权哈

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市场的整体波动率在短期内反而会受到压制

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这解释了为什么财报如此震撼

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股价呢却在220美元附近拒绝大幅波动

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230美元

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是目前多头最迫切需要收付的心理关口

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若是想彻底打开上行空间

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冲向250

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那因为它需要更高的叙事空间

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比如全球智能体AI爆发带来的下一轮算力狂潮

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下方二百十五到二百十八呢是近期第一职称

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只要该位置不被放量跌破

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股价就只是在进行健康的季后横盘消化

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属于强势调整

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一旦下行跌破了二百十五美元

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那股价大概率就会顺势回补之前的跳空缺口

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线下寻找200美元整数大关

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以及196美元附近的前期密集换手区

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只要这里不破哈

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他的中期震荡上行的这个多头格局呢

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就依然没有破坏

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所以目前最聪明的做法就是观察这个

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二百十五到230美元

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这个狭窄区间的突破方向

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切勿在当前横盘期重仓满赌哈

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耐心等待K线走出明确的方向选择

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由于英伟达股价季后表现平淡

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市场焦点呢又重新转向了每一局势的进展

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早盘时间伊朗乡路透社透露

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已经下达了指令

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接近武器级的铀必须留在伊朗境内

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消息人士还指出

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伊朗高层一致认为

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将高浓缩铀外运

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将会使伊朗在未来美伊联合打击中

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陷入更大的被动

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对国家重大事务拥有最终的决定权啊

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这个决策直接就回绝了美方的核心诉求

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因为此前川普的拍着胸脯向以色列承诺

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任何和平协议都必须包含伊朗外孕高浓缩

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有的条款

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投资者担心这可能会激怒川普

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让本来就脆弱的停火局势面临新的不确定性

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所以呢股指一直在负值区间波动

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结果下午一点峰回路转呃

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媒体报道称

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在巴基斯坦斡旋之下

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美伊协议的最终草案已经达成

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预计将会在未来数小时内公布

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美股应声拉起原有跳水

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一小时后

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伊朗放出消息

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伊朗总统在国家电视台称

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谈判中绝不会让步

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股指呢又一个倒栽葱跳下去

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但是随即有拉回哈

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因为市场认为哎

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伊朗总统那话只是说给国内基本旁听的

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不一定做准

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反正感觉各路人马都在参与这个美股花

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现借消息拉高砸低嗯

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大铜陵时代新闻的特点

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就是深得杀猪盘的精髓啊

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收市呢四大股指全线上压

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10年期的收益率持续回落

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昨天FMC会议纪要显示

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多数美联储官员支持

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在通胀持续高企的时候加息

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并且倾向删除政策声明中的宽松表述

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但是这个既要公布之后

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美债收益率依然回落

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这显示市场呢已经部分消化了鹰派利益产

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本期内和平与其升温

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缓解能源供应担忧

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降低了加息概率

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但若是局势再度恶化又掀桌子

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那美债收益率才会面临重新上行的风险

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QQ呢继续沿着这条蓝色趋势线上升

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英伟达的财报正在被消化

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短期内嗯

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市场没有更激进的边际催化剂了

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QQ高位蓄势

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等待方向突破

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5日和10日均线呢提供了短期的贴身支撑

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月均线的斜率呢陡峭向上

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这意味着即使短期出现获利盘回吐

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多头趋势也很难一蹴而就地遭到破坏

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5月14号那天

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历时最高点七百二十二十

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短期强阻力位

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这个位置形成了潜在的高位筹码洗盘区

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若是能放量突破722啊

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那可以顺势看高到730美元

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下方703~708呢

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是多头短期的防守底线嗯

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681~692

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这个第二支撑带对应的是月均线的位置

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属于中期只要不破就不看空的铁板支撑

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就这位置以上的所有回调

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都是属于健康洗盘范围内哈

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跌破了呃

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这才会这个趋势转空

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其他个股方面

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量子计算股今天是集体狂飙啊

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据华尔街日报报道

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美国政府计划向九家量子计算公司

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提供20亿美元的拨款

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同样是以拨款换股权的方式直接入股这些企业

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其中巨头IBM将会获得10亿美元

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其余的大多数公司呢

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都将分别获得1亿美元的资金支持

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受此重磅利好刺激

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已经经历了一段时间回调的量子板块

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迎来了集体狂欢

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多支个股盘中跳空高开哈

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洗盘结束后的反弹空间已经打开了

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这股价呢我认为大概率还会持续拉升一段时间

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因为1亿美元的现金注入

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对于这些赞赏资金

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借每个季度都在烧钱的量子计算公司来说

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不仅仅是续命钱

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更等同于拿到了这个国家背书的免死金牌

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这彻底打消了市场

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短期内对这批公司可能破产清算的

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这种系统性风险担忧

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是估值能够扩张的核心的驱动力哈

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嗯美股AI叙事已经炒了很久

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炒了很高了

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边际惊喜的阈值都已经高到

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考100分都要下跌的程度

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量子计算板块最大的特征呢就是市值小

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都是小盘股哈

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盘子轻

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机构筹码集中度低

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这意味着只要从半导体或者AI嗯

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那些大盘股中流出极少量的资金

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就手指份里面漏一点点

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就足以把这些量子股的股价成倍的推高嗯

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作为AI算力的终极未来形式

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量子计算呢

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也可以说是半导体溢出资金的完美的去处

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沃尔玛这个今天让我老郁闷了

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我看好他的财报嘛

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昨天还买了一些呢

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结果净产就吃了7%的亏损

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好在没有买期权啊

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只买了正股哈

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买的也不多

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只有十股

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因为我也知道业绩好不代表股价就一定会涨

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所以也不敢真的去重仓赌财报呃

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只当是买彩票了

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坏消息呢就是这个晚饭没有鸡腿了

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好消息是

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沃尔玛的股票起码不会变成废纸

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只是得躺平一段时间

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我又加了十股

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因为想等跌到年限就加80股

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凑齐100股

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召唤神龙

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不是就凑齐100股

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等待股价上涨了

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还可以这个卖出

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背对call嗯

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公司业绩不错

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但是缺乏经Q1

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营收增长7.3%

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超预期

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调整后每股收益66美分

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符合预期

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电商狂奔啊

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同比增长了26%

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广告业务更是大增37%

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高利润业务持续优化盈利结构哈

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可惜这个染料成本拖累了运营

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利润增速250个基点

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公司选择自行消化

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没有转嫁给消费者呃

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换句话说如果转嫁给消费者的话

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那CPI可以更高的哈

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嗯但这也导致了嗯

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沃尔玛自己的每股收益没有惊喜

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而且公司CFO预计

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二季度染料成本带来的挑战可能持平或者更大

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所以这股价跌的也不冤枉

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耐心等待股价回踩年限还是有机会的

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而且这也意味着这个56月份CPI数据啊

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也同样不会太好看

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或者至少PPI数据肯定会很难看

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据the information最新报道

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知情人士透露

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ANTOPIC克正与微软在展开秘密谈判

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00:09:24,740 --> 00:09:29,559
计划租用有微软自研芯片MAYA驱动的服务器

215
00:09:29,559 --> 00:09:31,080
如果能够达成协议

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00:09:31,080 --> 00:09:34,690
将会成为微软自研芯片战略的重要突破

217
00:09:34,690 --> 00:09:37,009
证明它的芯片不仅能够自己用

218
00:09:37,009 --> 00:09:39,269
还可以卖给外部的大客户

219
00:09:39,269 --> 00:09:41,590
嗯同时呢也释放了一个明确信号

220
00:09:41,590 --> 00:09:43,789
就是AI行业的头部玩家

221
00:09:43,789 --> 00:09:46,990
正在加速摆脱对英伟达芯片的依赖

222
00:09:46,990 --> 00:09:49,169
不过愿景虽然美好

223
00:09:49,169 --> 00:09:53,379
可是呢微软的自研芯片之路并非是一帆风顺

224
00:09:53,379 --> 00:09:56,460
MAYA芯片项目去年就曾遭遇延误

225
00:09:56,460 --> 00:09:57,860
与谷歌的TPU

226
00:09:57,860 --> 00:09:59,779
还有亚马逊的training相比

227
00:09:59,779 --> 00:10:01,799
仍处于相对早期阶段

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00:10:01,799 --> 00:10:03,090
今年1月份

229
00:10:03,090 --> 00:10:04,090
微软宣布

230
00:10:04,090 --> 00:10:05,529
最新版玛雅200

231
00:10:05,529 --> 00:10:08,480
已经开始部署在阿SI云数据中心

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00:10:08,480 --> 00:10:11,580
目前呢主要是用来降低它自身call pilot

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00:10:11,580 --> 00:10:13,599
AI工具的运行成本

234
00:10:13,599 --> 00:10:14,698
过去一年

235
00:10:14,698 --> 00:10:18,710
微软与ONTOP克的合作关系是显著升温嗯

236
00:10:18,710 --> 00:10:21,169
原本与微软深度绑定的open ea

237
00:10:21,169 --> 00:10:24,129
则正在加速接触微软的竞争对手

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00:10:24,129 --> 00:10:27,879
迫使微软不得不寻找新的顶级AI盟友

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00:10:27,879 --> 00:10:28,360
Ai

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00:10:28,360 --> 00:10:29,960
算力市场正在进入一个

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00:10:29,960 --> 00:10:33,289
去英伟达化的多元化时代呃

242
00:10:33,289 --> 00:10:35,590
但是理想与现实之间

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00:10:35,590 --> 00:10:38,200
依然存在巨大的技术鸿沟哈

244
00:10:38,200 --> 00:10:39,200
不可否认

245
00:10:39,200 --> 00:10:41,600
当前全球公认生态最好

246
00:10:41,600 --> 00:10:44,950
最容易用的依然是英伟达的显卡嗯

247
00:10:44,950 --> 00:10:46,389
英伟达购置的Q大

248
00:10:46,389 --> 00:10:50,078
这个软件生态领先的行业整整10年哈

249
00:10:50,078 --> 00:10:53,278
知名AI绘图公司MIJOURNEY团队

250
00:10:53,278 --> 00:10:57,259
此前就曾在raid上公开吐槽说

251
00:10:57,259 --> 00:11:00,019
从英伟达达迁移到谷歌TPU后

252
00:11:00,019 --> 00:11:03,490
遭遇到了严重的兼容性和性能问题

253
00:11:03,490 --> 00:11:06,269
导致研究进度呢倒退了一年

254
00:11:06,269 --> 00:11:09,049
坦言后悔没有坚持用英伟达

255
00:11:09,049 --> 00:11:11,840
这就是省小钱反而亏大钱

256
00:11:11,840 --> 00:11:13,799
至于那些云巨头

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00:11:13,799 --> 00:11:14,299
微软

258
00:11:14,299 --> 00:11:15,399
谷歌亚马逊

259
00:11:15,399 --> 00:11:17,259
他们自发自有芯片

260
00:11:17,259 --> 00:11:21,068
核心动力是降低成本和保障供应链安全

261
00:11:21,068 --> 00:11:23,308
如果全盘依赖英伟达的话

262
00:11:23,308 --> 00:11:25,389
不仅议价权全无哈

263
00:11:25,389 --> 00:11:27,919
利润也会被英伟达给抽走大半

264
00:11:27,919 --> 00:11:30,000
把自研芯片推向外部

265
00:11:30,000 --> 00:11:34,379
客户呢是检验他们芯片战略成败的关键指标

266
00:11:34,379 --> 00:11:38,929
创立市场的多元化之路依然这个任重道远啊

267
00:11:38,929 --> 00:11:41,309
因为达到绝对领先优势哈

268
00:11:41,309 --> 00:11:44,419
中短期内我觉得都不太可能会被颠覆

269
00:11:44,419 --> 00:11:47,860
space x冲击史上最大IPO计划

270
00:11:47,860 --> 00:11:50,710
6月12号与纳斯达克上市嗯

271
00:11:50,710 --> 00:11:53,190
估值呢超过2万亿美元

272
00:11:53,190 --> 00:11:56,169
计划筹资最高750亿美元

273
00:11:56,169 --> 00:11:59,929
AI与太空领域超级IPO窗口开启

274
00:11:59,929 --> 00:12:01,649
将会吸引巨额资金

275
00:12:01,649 --> 00:12:03,200
并且考验嗯

276
00:12:03,200 --> 00:12:06,720
美股市场对高估值科技的这个消化能力

277
00:12:06,720 --> 00:12:10,159
有没有足够的流动性可以托起这个市场

278
00:12:10,159 --> 00:12:11,679
相关太空概念股

279
00:12:11,679 --> 00:12:14,440
早就已经得到很多热钱流入炒作了哈

280
00:12:14,440 --> 00:12:17,068
估计等SPACEX上市之后呢

281
00:12:17,068 --> 00:12:20,288
嗯一些资金可能会退出这些杂牌军

282
00:12:20,288 --> 00:12:23,039
去拥抱正主SPACEX的股票

283
00:12:23,039 --> 00:12:26,799
所以walk lab宣布在这个节点增发

284
00:12:26,799 --> 00:12:28,730
30亿美元的股票

285
00:12:28,730 --> 00:12:29,009
呃

286
00:12:29,009 --> 00:12:30,370
今天就股价大跌

287
00:12:30,370 --> 00:12:32,649
因为这时候不赶紧圈钱的话

288
00:12:32,649 --> 00:12:34,629
后面等SPACEX上市了

289
00:12:34,629 --> 00:12:38,129
产内流动性都要被巨无霸给虹吸走了

290
00:12:38,129 --> 00:12:39,750
那个时候要是宣布增发

291
00:12:39,750 --> 00:12:42,350
就可能股价会涨的更厉害嗯

292
00:12:42,350 --> 00:12:46,549
space x2025年营收呢达到187亿美元

293
00:12:46,549 --> 00:12:50,589
但是由于各项成本与AI相关支出的激增

294
00:12:50,589 --> 00:12:54,799
公司去年录的49.4亿美元的净亏损

295
00:12:54,799 --> 00:12:57,860
星链STARLINK是核心现金奶牛

296
00:12:57,860 --> 00:13:00,039
2025年营收144亿美元

297
00:13:00,039 --> 00:13:00,679
2026年

298
00:13:00,679 --> 00:13:04,730
预即将会达到220亿到240亿美元

299
00:13:04,730 --> 00:13:06,769
用户已经突破了千万

300
00:13:06,769 --> 00:13:08,809
现金流越来越扎实哈

301
00:13:08,809 --> 00:13:11,159
已经是一个成熟赚钱的业务

302
00:13:11,159 --> 00:13:14,139
但是XCAI并购拖累严重

303
00:13:14,139 --> 00:13:16,559
去年亏损了64亿美元

304
00:13:16,559 --> 00:13:19,080
占公司整体亏损绝大部分

305
00:13:19,080 --> 00:13:21,559
76%的资本支出都是流向AI

306
00:13:21,559 --> 00:13:23,419
是一个巨大的吞金兽

307
00:13:23,419 --> 00:13:23,779
呃

308
00:13:23,779 --> 00:13:25,139
招股书显示

309
00:13:25,139 --> 00:13:27,139
onto pick是他的最大客户

310
00:13:27,139 --> 00:13:31,460
ONTOP呢与SPACEX签署了每月12.5亿美元

311
00:13:31,460 --> 00:13:35,950
大约400亿美元总值的算力采购协议

312
00:13:35,950 --> 00:13:36,909
但是这个合同

313
00:13:36,909 --> 00:13:39,578
任何一方都可以提前90天取消哈

314
00:13:39,578 --> 00:13:42,879
呃所以不能够视为确定性的营收

315
00:13:42,879 --> 00:13:45,259
在公司股权架构方面

316
00:13:45,259 --> 00:13:47,690
马斯克拥有绝对控制权

317
00:13:47,690 --> 00:13:49,649
持股大约42%

318
00:13:49,649 --> 00:13:52,440
并且掌握85%的投票权

319
00:13:52,440 --> 00:13:53,039
此外呢

320
00:13:57,419 --> 00:14:01,019
这些奖励与多项非常宏大的那些里程碑

321
00:14:01,019 --> 00:14:02,139
直接挂钩

322
00:14:02,139 --> 00:14:05,159
其中就包括在火星建立人类定居点

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00:14:05,159 --> 00:14:09,000
以及公司市值突破数万亿美的超级目标

324
00:14:09,000 --> 00:14:10,240
华尔街各大投行们

325
00:14:10,240 --> 00:14:15,068
为了争取当这个巨无霸的IPO主承销商打破头啊

326
00:14:15,068 --> 00:14:17,168
高盛CEO亲自私信

327
00:14:17,168 --> 00:14:21,539
马斯克成功拿下了这位大客户的主承销商位置

328
00:14:21,539 --> 00:14:23,440
所以告诉你昨天股价大涨

329
00:14:23,440 --> 00:14:25,990
看到space x和马斯克的这个风光

330
00:14:25,990 --> 00:14:29,070
我彭AI那位凹凸曼羡慕的不行

331
00:14:29,070 --> 00:14:30,970
也急着要上市了嗯

332
00:14:30,970 --> 00:14:32,580
华尔街日报独家消

333
00:14:32,580 --> 00:14:33,100
Open

334
00:14:33,100 --> 00:14:35,799
AI正准备很快提交IPO申请

335
00:14:35,799 --> 00:14:38,078
时间窗口可能在数周内

336
00:14:38,078 --> 00:14:41,298
这将会是AI行业最大规模上市之一

337
00:14:41,298 --> 00:14:44,179
OpenAI目前呢仍处于亏损经营中

338
00:14:44,179 --> 00:14:46,440
但是他的死对头ENTROPK

339
00:14:46,440 --> 00:14:48,779
即将迎来首个盈利季度

340
00:14:48,779 --> 00:14:50,899
预计本季度营收翻倍

341
00:14:50,899 --> 00:14:52,659
冲上109亿美元

342
00:14:52,659 --> 00:14:56,559
并且实现大约5.6亿美元的季度利润盈利

343
00:14:56,559 --> 00:14:59,799
转折点呢可能会改变AI行业的融资逻辑

344
00:14:59,799 --> 00:15:02,940
AI公司终于从烧钱讲故事

345
00:15:02,940 --> 00:15:05,328
进入证明商业模式的阶段

346
00:15:05,328 --> 00:15:08,749
税务软件商INTU股价今天很惨

347
00:15:08,749 --> 00:15:10,828
放量暴跌20%

348
00:15:10,828 --> 00:15:12,389
盘中毫无承接

349
00:15:12,389 --> 00:15:14,409
资金恐慌性出逃

350
00:15:14,409 --> 00:15:16,870
公司全年展望上调

351
00:15:16,870 --> 00:15:19,129
并且维持双位数的增长

352
00:15:19,129 --> 00:15:22,429
管理层重申获利与现金流纪律

353
00:15:22,429 --> 00:15:24,730
但是股价却遭受了血洗

354
00:15:24,730 --> 00:15:28,070
Q3营收增速创2024年来最慢

355
00:15:28,070 --> 00:15:32,009
核心产品turbo tax营收只增长了7%

356
00:15:32,009 --> 00:15:33,720
不及预期的8%

357
00:15:33,720 --> 00:15:35,860
直接拉低了整体增速

358
00:15:35,860 --> 00:15:39,169
公司宣布裁减17%的全职员工

359
00:15:39,169 --> 00:15:40,649
管理层明确表示哈

360
00:15:40,649 --> 00:15:43,549
这裁员并不是为了应对财务危机

361
00:15:43,549 --> 00:15:45,299
而是为了all in AI

362
00:15:45,299 --> 00:15:47,240
通过削减传统人力

363
00:15:47,240 --> 00:15:48,419
腾出资源

364
00:15:48,419 --> 00:15:51,889
与AUTOPIC克和AI签署深度合作

365
00:15:51,889 --> 00:15:55,029
强行向AI原生架构转型

366
00:15:55,029 --> 00:15:57,129
这非但没有安抚市场

367
00:15:57,129 --> 00:15:59,230
反而重燃了资本市场对AI

368
00:15:59,230 --> 00:16:02,980
颠覆软件传统护城河的终极恐慌

369
00:16:02,980 --> 00:16:03,940
更致命的是

370
00:16:03,940 --> 00:16:05,019
在电话会议中呢

371
00:16:05,019 --> 00:16:06,419
管理层罕见的承认

372
00:16:06,419 --> 00:16:09,980
在低收入DIY就是自主报税的群体中

373
00:16:09,980 --> 00:16:11,649
正面临着巨大的压力

374
00:16:11,649 --> 00:16:15,269
价格敏感型客户正在加速流失呃

375
00:16:15,269 --> 00:16:19,750
美国国税局提供的免费报税服务持续扩大

376
00:16:19,750 --> 00:16:23,980
为民间那些报税软件带来的中长期政策风险

377
00:16:23,980 --> 00:16:25,679
低成本替代方案

378
00:16:25,679 --> 00:16:28,299
还有那些AI报税工具的泛滥呢

379
00:16:28,299 --> 00:16:31,240
彻底打破了投资者对turbo tax

380
00:16:31,240 --> 00:16:33,600
长期躺赚的垄断幻想

381
00:16:33,600 --> 00:16:34,980
投资者极其担心

382
00:16:34,980 --> 00:16:37,519
turbo tax未来低端市场的收入

383
00:16:37,519 --> 00:16:40,220
将会出现结构性失速嗯

384
00:16:40,220 --> 00:16:41,240
股价季后暴跌

385
00:16:41,240 --> 00:16:44,120
本质上是市场对它的这商业模式

386
00:16:44,120 --> 00:16:46,470
可持续性的重新定价哈

387
00:16:46,470 --> 00:16:47,669
股价年内至今

388
00:16:47,669 --> 00:16:50,980
已经累计下跌超过50%了嗯

389
00:16:50,980 --> 00:16:55,828
公司过去的估值呢长期维持在30倍甚至更高

390
00:16:57,828 --> 00:17:01,480
远期市盈率已经被砸到了十三十四倍左右了

391
00:17:01,480 --> 00:17:04,660
这已经不是科技成长股的估值了哈

392
00:17:04,660 --> 00:17:06,000
业绩确实不差

393
00:17:06,000 --> 00:17:10,180
但是市场不再相信你的长期垄断故事的时候

394
00:17:10,180 --> 00:17:12,559
估值溢价的全面崩塌

395
00:17:12,559 --> 00:17:13,900
那就是必然的

396
00:17:13,900 --> 00:17:14,779
技术面上

397
00:17:14,779 --> 00:17:17,660
今天跳空低开留下来的这个巨大缺口

398
00:17:17,660 --> 00:17:20,170
是未来反弹的重大阻力区域

399
00:17:20,170 --> 00:17:22,210
三方套牢盘沉重

400
00:17:22,210 --> 00:17:24,089
除非有重大利好

401
00:17:24,089 --> 00:17:27,690
否则的话中期很难这个跨越嗯

402
00:17:27,690 --> 00:17:32,219
短期由于超卖可能会出现技术性抽风式反弹

403
00:17:32,219 --> 00:17:34,098
如果反弹到342

404
00:17:34,098 --> 00:17:35,298
347美元

405
00:17:35,298 --> 00:17:38,789
可以被视作左侧资金离场的机会哈

406
00:17:38,789 --> 00:17:41,089
嗯很难这个一次性去回补掉

407
00:17:41,089 --> 00:17:42,859
而若是继续下行呢

408
00:17:42,859 --> 00:17:46,339
下方300美元是绝对的心理防御大关

409
00:17:46,339 --> 00:17:49,849
一旦在未来几个交易日内放量跌破300美元

410
00:17:49,849 --> 00:17:51,450
那就会引发新一轮

411
00:17:51,450 --> 00:17:54,869
基于期权对冲和止损盘的被动清算

412
00:17:54,869 --> 00:17:57,869
下方呢将会直接暴露出更大的真空袋

413
00:17:57,869 --> 00:18:01,339
那第二支撑位就是在长期底部密集区

414
00:18:01,339 --> 00:18:03,000
280美元附近了

415
00:18:03,000 --> 00:18:04,740
BE今天股价大涨

416
00:18:04,740 --> 00:18:07,420
公司与NBIS达成了共电协议

417
00:18:07,420 --> 00:18:09,190
在协议期限内

418
00:18:09,190 --> 00:18:12,450
NBS呢将会支付每月服务费嗯

419
00:18:12,450 --> 00:18:14,829
合计最高达到26亿美元

420
00:18:14,829 --> 00:18:18,250
用于购买供电系统的容量与电力

421
00:18:18,250 --> 00:18:21,869
所提供的电力容量呢预计将会分为三个阶段

422
00:18:21,869 --> 00:18:25,049
上线保证容量大约为250兆瓦

423
00:18:25,049 --> 00:18:28,710
系统装机容量约为328兆瓦

424
00:18:28,710 --> 00:18:32,069
这个B1呢将会负责安装运营和维护

425
00:18:32,069 --> 00:18:33,559
这个供电系统

426
00:18:33,559 --> 00:18:36,740
这个AI未来最缺的就是电力了哈

427
00:18:36,740 --> 00:18:40,240
所以电力股前景还是非常看好的行

428
00:18:40,240 --> 00:18:41,619
今天我们就说到这里

429
00:18:41,619 --> 00:18:43,279
那我们明天见拜拜

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