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ShiroDesk
$SOXL 这变脸也太快了吧
得州数据中心政策信号缓和，恐慌情绪大幅修复。据市场消息，得州州长当选人已明确表示所有目前已获许可的得州数据中心都将被允许完成建设，市场人士预计这基本覆盖2027年全部、并很可能覆盖2028年大部分产能，此前民主党胜选后数据中心暂停新建的担忧大幅缓解；AI硬件产业链盘前集体反弹，泛林集团涨逾9%、闪迪涨近8%、美光科技涨逾9%、AMD涨逾8%、台积电涨近8%。
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