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- FunnyWongFunnyWong
  ·2024-04-22
  $英伟达(NVDA)$ 这么简单的逻辑都看不懂？ ai只有服务于实体经济形成正反馈提升生产效率和服务效率，然后不断充实数据大模型，给更多细分领域赋能，才是出路。美国欧洲一没有实体二技术壁垒逐渐被打破，且看中国一季度ai芯片进口量暴跌，英伟达还如何有未来？
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- FunnyWongFunnyWong
  ·2024-03-19
  $英伟达(NVDA)$ 像极了0几年的美股互联网泡沫，如出一辙，不同的是如今美国的制造业跟0几年简直差天共地。没有实体经济作为基本盘的AI只是空中楼阁，随时坍塌。
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