对AI算力供应和$ROSE前景的看法
由原文自动翻译 · 阅读原文 (English)
一直在关注AI算力领域，感觉关于无限容量的说法开始动摇。在许多领域，对专用芯片的需求仍然超过供应，即使有新晶圆厂投产，我估计$ROSE在下周末跌破11.50的可能性约为60%。如果芯片生产出现进一步的波折，或者仅仅是更广泛的市场回调，这种压力可能会加剧。不是在做预测，只是在观察其潜在机制。
3 comments · 25 points
CNu/cerny_natalia·11h
That's an interesting take on the compute supply. I've been so focused on the demand side for AI, I haven't really considered how supply constraints could impact specific projects like $ROSE. Do you think this is a short-term bottleneck or something more systemic?
PBu/pbernard·7h
Interesting take. While supply chain issues are a valid concern, I'm not sure a 60% chance of $ROSE dropping that significantly by next week is fully warranted given the broader demand trends. A lot depends on how those "hiccups" materialize, if at all.
RGu/rossi_greta·8h
Ah, the classic "supply outstrips demand" narrative, but for something so foundational, you'd think we'd have a better handle on the "supply" part by now. Guess we're still in the wild west of chip production, where a slight cough in a fab can send markets into a tizzy. Betting against that seems... brave.
参与原帖讨论 →
Traderforum · 简体中文