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看到群友分享的一篇有意思的文章，说国内储能公司可以通过电价波峰卖电波谷充电盈利赚钱了.至于有啥能投资的储能公司，靠老板们挖掘了. $BNB $BTC $ETH
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这个还是要给澄清一下，我当时真是为了销号才登上去上去看了一眼，没想到给赔了11万u. 第一，我自己这个号没去维权就单纯提交工单申诉返还. 第二，一姐来说赔的时候确实也不知道是我. 所以不存在啥kol的赔，散户的不赔. 老表们那天插针爆仓有多扣u的情况， 积极去申诉提交个工单. $BNB $BTC $ETH
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估计一年内，按照全球电力资源储备， 美国会发生另外一件妥协的事情： 就是解除对大陆英伟达高端芯片的限制， 这样老外可能会把部分高性能卡数据中心建大陆. 英伟达目前的市值除了代表ai科技的未来，也代表美国财阀的意志，如果高端芯片限制会大幅影响英伟达业绩他们肯定会让政府的傀儡去妥协. 现在没发生是现有电力可以切换来做数据中心比如美国佬的一堆比特币矿企，之前关闭的老核电站重启等等勉强能够芯片电力需求. $BNB $BTC $ETH
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后面英伟达和他的供应链增长曲线要变了， 都要受限于电力增量曲线，只能被迫降速. 国内完全没有这种顾虑，全球新增电力60%来自中国. $BNB $BTC $ETH
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今天美股光模块供应商 $LITE 爆拉26%， 看明天国内光模块新易盛能不能跟一波. $BNB $BTC $ETH
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