#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
A Telegram spokesman declined to comment on the bond issue or the amount of the debt the company has due. The spokesman said Telegram’s equipment and bandwidth costs are growing because it has consistently posted more than 40% year-to-year growth in users.
The Singapore stock market has alternated between positive and negative finishes through the last five trading days since the end of the two-day winning streak in which it had added more than a dozen points or 0.4 percent. The Straits Times Index now sits just above the 3,060-point plateau and it's likely to see a narrow trading range on Monday.
codedump的电报频道 from nl