#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
n the U.S. people generally use Bitcoin as an alternative investment, helping diversify a portfolio apart from stocks and bonds. You can also use Bitcoin to make purchases, but the number of vendors that accept the cryptocurrency is still limited. Big companies that accept Bitcoin include Overstock, AT&T and Twitch. You may also find that some small local retailers or certain websites take Bitcoin, but you’ll have to do some digging. That said, PayPal has announced that it will enable cryptocurrency as a funding source for purchases this year, financing purchases by automatically converting crypto holdings to fiat currency for users. “They have 346 million users and they’re connected to 26 million merchants,” says Spencer Montgomery, founder of Uinta Crypto Consulting. “It’s huge.”
Since the violent storming of Capitol Hill and subsequent ban of former U.S. President Donald Trump from Facebook and Twitter, the removal of Parler from Amazon’s servers, and the de-platforming of incendiary right-wing content, messaging services Telegram and Signal have seen a deluge of new users. In January alone, Telegram reported 90 million new accounts. Its founder, Pavel Durov, described this as “the largest digital migration in human history.” Signal reportedly doubled its user base to 40 million people and became the most downloaded app in 70 countries. The two services rely on encryption to protect the privacy of user communication, which has made them popular with protesters seeking to conceal their identities against repressive governments in places like Belarus, Hong Kong, and Iran. But the same encryption technology has also made them a favored communication tool for criminals and terrorist groups, including al Qaeda and the Islamic State.
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