PANews丨APP全面升级 (@PANewsCN) “白毛股神：AI 算力股是被错误叙事砸下去的，等着 V 形反弹白毛股神 @aleabitoreddit”

2026.07.03 06:04

白毛股神：AI 算力股是被错误叙事砸下去的，等着 V 形反弹白毛股神 @aleabitoreddit 发文表示，此轮 AI 算力股暴跌是被错误叙事带崩的，Meta 算力采购不会放缓，2027 年资本支出只会更高。她预计跌超 50% 的标的将出现急速 V 形反弹。

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Serenity@aleabitoreddit

2026.07.03 05:58

SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others: “We believe Meta’s datacenter and compute will accelerate”. “Capex in 2027 will be shockingly high”. Recent global crash, especially in the photonics sector was stupid… Off misleading narratives of Meta dropping out of AI race to sell excess compute… When in fact things are likely to accelerate from Meta catching up to GPT5.5. I’m personally expecting a sharp V recovery, especially with the names that crashed 50%+ from this narrative.

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