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$谷歌(GOOG)$谷歌解决了ai上下文记忆还有输出正确率问题。这些大概要两三个月就会形成实际能力，另外ai建设不太可能过剩，大家都经历过ai变笨那一段时光，我有预感，未来两三个月，ai又会重新变聪明，用起来很舒服。

甲骨文等再贷380亿美元，“OpenAI链”数据中心圈子累计负债已达1000亿美元。11月，英伟达累计跌12%，甲骨文累计跌23%，而“AI新王”谷歌累涨超14%。【算力虽然没有来到“零和”的阶段，但“GPU vs TPU”的市场分歧还是很大。大家觉得12月，市场情绪会回到“英伟达链”吗？现在两边，你的操作策略是？】

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