以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Zerocool

2 atoms · 跨 1 天 · 首见 2026-06-25 · 最近 2026-06-25

三色: 🟦 fact 0 · 🟥 take 2 · stance ▲1/▼0/◆1

来源: 群 2

时态: aging:2

标签: 好思考:1 · 好观点:1

2026-06-25 [老化中] · 观点: SCAs/LTAs应被更积极解读, 锁量应降低现货焦虑
Largely agree with 1 - don't fully understand why the LTAs/SCAs aren't being read more positively for the hyperscalers. If they've locked in the bulk of the demand they can actually need, that should, in theory, take some of the worry about spot prices grinding higher off the table. More focus on ROIC discussion
tags: 好思考 · → daily
2026-06-25 [老化中] · 观点: 只有Apple没参与AI支出狂潮
FWIW $AAPL is the only one not participating in this AI spending spree.
tags: 好观点 · → daily