总有人说AI模型突破_老虎社区_美港股上老虎

总有人说AI模型突破了算力就过剩，我觉得恰恰相反。更好的大模型能吸引更多用户、更多元的需求，反而需要更强更多的硬件。算力卡和大模型就是AI的左右脚，交替前进互相推，从走到跑，量变到质变。 $英伟达(NVDA)$

美股“7巨头”今年全部跑输标普500指数，从年内表现来看，微软跌幅最深，YTD已下跌16%，特斯拉、亚马逊、苹果明显承压，仅英伟达、Meta维持小幅正收益。【市场进入观望期，当支出跑在盈利前面，大家觉得AI主线是否已被瓦解？“7巨头”今年你看好哪一家？】

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