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#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。



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#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。

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