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การลงทุนหนักในศูนย์ข้อมูลและชิปของ Meta จะส่งผลต่อต้นทุนและผลตอบแทนระยะสั้น-กลางอย่างไร?การรวม Scale AI เข้ากับ Meta จะเปลี่ยนตำแหน่งการแข่งขันในตลาด LLM และบริการคลาวด์ของคู่แข่งรายใหญ่หรือไม่?นักลงทุนควรให้ความสำคัญกับหุ้นกลุ่มใดเป็นพิเศษ (ผู้ให้บริการดาต้าเซ็นเตอร์ ผู้ผลิตชิป ผู้ให้บริการคลาวด์ ฯลฯ)?Takeaways by efinAI
