$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ $谷歌(GOOG)$苹果都可以用Gemini,为什么要自己搞模型,即使性能接近Gemini的99.9%为什么不用最好的?我不认为Meta搞AI能搞的比谷歌还好!

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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