今天上半年好的这两天都够拉，按照之前思维，诱人不要太多了 
和今天excessive rotation profit taking 大概率没关系，meta cut capex有多个sellside 昨日至今日否认，SA发文meta near a deal with A\ like xAI deal
https://x.com/i/status/2072808088344600757
(SemiAnalysis Exclusive) We believe that Meta is in final talks with Anthropic to get access to private instances of Claude. This would be akin to Bedrock, Foundry, Vertex from other hyperscalers (read our deep dive here). There are multiple use-cases for Meta, ranging from internal usage, to building the premier Sales & Marketing SaaS powered by Frontier AI Agents. We expect Meta to launch a token-as-a-service endpoint and increasingly move up the stack, leveraging its network and distribution. Initially it will be their own models externally and Anthropic internaly, but over time we believe they will serve Anthropic and OpenAI models externallyWe expect Meta to strike a few “SpaceX-type” deals. Elon is a sales genius, and he created a brand new market segment: large-scale on-demand compute at a huge pricing premium. We think Meta wants in, but selectively. After all, just a couple hundred MWs can already drive >$10B of yearly revenue! We expect a ten billion dollar Anthropic deal to kick off the…