#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
The SSE was the first modern stock exchange to open in China, with trading commencing in 1990. It has now grown to become the largest stock exchange in Asia and the third-largest in the world by market capitalization, which stood at RMB 50.6 trillion (US$7.8 trillion) as of September 2021. Stocks (both A-shares and B-shares), bonds, funds, and derivatives are traded on the exchange. The SEE has two trading boards, the Main Board and the Science and Technology Innovation Board, the latter more commonly known as the STAR Market. The Main Board mainly hosts large, well-established Chinese companies and lists both A-shares and B-shares.
Telegram is a cloud-based instant messaging service that has been making rounds as a popular option for those who wish to keep their messages secure. Telegram boasts a collection of different features, but it’s best known for its ability to secure messages and media by encrypting them during transit; this prevents third-parties from snooping on messages easily. Let’s take a look at what Telegram can do and why you might want to use it.
codedump的电报频道 from de