1) 高盛（Goldman Sachs） – 目標價230美元 – 強力買入（Conviction Buy）– Kash Rangan
總歸一句話：Snowflake 交出亮眼財報成績單，多數分析師瘋狂喊買，目標價普遍上調，AI、營收成長與產品創新是主旋律，但估值高還是讓少數人猶豫。
140等到現在終於撥雲見日了，snow 衝啊！
I invest $250/week into AI’s guts — chips, servers, cooling — then explain it like we’re friends at a bar.
Come learn, copy, or just spy. ⚙️💸👀
https://open.substack.com/pub/aicartel/p/cartel-capital-1-deploying-the-first?r=2vov88&utm_medium=ios
是AI 弄不好 但我都列出來了
總歸一句話：Snowflake 交出亮眼財報成績單，多數分析師瘋狂喊買，目標價普遍上調，AI、營收成長與產品創新是主旋律，但估值高還是讓少數人猶豫。
140等到現在終於撥雲見日了，snow 衝啊！
I invest $250/week into AI’s guts — chips, servers, cooling — then explain it like we’re friends at a bar.
Come learn, copy, or just spy. ⚙️💸👀
https://open.substack.com/pub/aicartel/p/cartel-capital-1-deploying-the-first?r=2vov88&utm_medium=ios
是AI 弄不好 但我都列出來了