周叔的半生
2026.07.21 10:28

$Applied Digital(APLD.US) rose by 8 points, $Kingsoft Cloud(KC.US) saw a pull-up; AI computing power leasing and the valuation repair of Chinese concept clouds both contributed; $Vistra(VST.US) and $Salesforce(CRM.US) both saw slight gains, while $Vertiv(VRT.US) basically didn't move.

Money in the data center sector is active again. Those transforming mining farms, selling electricity, or selling cabinets can all benefit. It just depends on whose orders turn into revenue first 😀

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