躺平躺到地狱了
04-25
没有错杀，近两年人工智能爆发以来，随着算力爆发式增长，英伟达amd等硬件公司持续上涨爆发，原因是任何人工智能都需要硬件做支撑做物质基础。而软件护城河的，有可能一夜之间就能被别的软件代替，因此软件的护城河越来越低，越来越容易被超越，因此，软件公司在人工智能越来越发达的，今天面临着非常残酷的竞争。
OpenAI带崩AI链条！股价大跌，能否上车？
OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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Mess0M
04-25
Mess0M
赞同，硬件确实是基础。
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