精选70Serenity行业动态多源精选 ×6
SemiAnalysis：Meta算力将加速，市场反应过度
SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others:
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.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力