#人工智能
#投资
周五英伟达跌了三个点，周一（2025.01.27）盘前接着跌9个点。
随着DeepSeek的火爆，验证了可以不用这么多GPU就可以达到良好的效果，这就动摇了英伟达做为人工智能硬通货的逻辑了，前阵子李开复的访谈也谈及这个问题：对于大模型公司，也要开始考虑资本回报率了。
也许对于英伟达来说，“思科时刻”就要来了。对于一个垂直的行业而言，底层基建的效率提升、成本降低，带来的就会是上层应用的爆发，正如2000时代思科之于互联网一样，所以很多人都说“2025年会是AI应用爆发的元年”。
两年前在Chatgpt出现的时候，果断买入了英伟达，现在回报已经足够，套现以后可以考虑新的投资标的：AI应用类的市场。
BY codedump的电报频道
Telegram is riding high, adding tens of million of users this year. Now the bill is coming due.Telegram is one of the few significant social-media challengers to Facebook Inc., FB -1.90% on a trajectory toward one billion users active each month by the end of 2022, up from roughly 550 million today.
The global forecast for the Asian markets is murky following recent volatility, with crude oil prices providing support in what has been an otherwise tough month. The European markets were down and the U.S. bourses were mixed and flat and the Asian markets figure to split the difference.The TSE finished modestly lower on Friday following losses from the financial shares and property stocks.For the day, the index sank 15.09 points or 0.49 percent to finish at 3,061.35 after trading between 3,057.84 and 3,089.78. Volume was 1.39 billion shares worth 1.30 billion Singapore dollars. There were 285 decliners and 184 gainers.
codedump的电报频道 from br