Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
科技股新闻：Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。