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大头针工作室
先压住手。节奏快，不等于机会来了。⚡
AI企业争抢电力接入，老旧Bitcoin矿场的土地、变电站和电力协议因此吃香，挖矿ASIC却几乎不能用于训练AI。我看这是矿场资产的情绪催化，不是$BTC的直接利好：抢的是电，不是币。
短线不追首波。若相关标的回踩有承接，我才考虑进；跌回启动区就退，不把题材当信仰。
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