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牡丹
牡丹
·
01-28
$英伟达(NVDA)$
所谓一分钱一分货，十分钱两分货。以前似乎只有烧钱一条路没得选，还现在似乎有了更多选择。模型低成本实现的功能，未来可以利用硬件冗余算力加倍完善。好比袁隆平袁老的高产水稻出来了，人类只会有机会吃的更好，而不会降低或丢失对更高质量水稻的需求。生产力和效率的提升从来不是尽头，而是新的起点。
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牡丹
牡丹
·
2024-05-24
$英伟达(NVDA)$
比特币最热的那年上车的英伟达，特斯拉冲高结利后也换成了英伟达，短暂沉寂后衔接上了Ai这波行情。
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牡丹
·
2024-02-21
$视觉中国(000681)$
随着sora发布，标志着人工智能影像技术继续迅猛发展，人类互联网数据库中生成图像数量将越来越大，静态图像质量更是会先一步越来越高。传统图片供应中介如果以蛮荒手法在灰色地带收割，靠碰瓷滋长，那必然众望所归未来可期。
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牡丹
牡丹
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2024-02-05
对于每个有限生命的个体来说时机的价值就约等于时间价值，对于盈利来说当然重要了。但标的常有而时机不常有，当有能意识到时机的能力有什么理由不选个好标的呢？
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牡丹
·
2023-12-27
$腾讯控股(00700)$
移植起家吃尽混沌的红利，基因决定了体内流淌着拷贝的血液，手握流量巨剑成长便习惯于直接指向丰收的土地。船大尚难掉头更何况舵手严重依赖导航，有资本压舱石翻不了也开不快。天时终一时，大地有裂变，人和是呵呵，得到多助失道寡助，船上拉的客人虽多，但被绑架的客人从来不是用户而是人质，有朝一日路过新大陆的港口不知有多少人会下船。
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牡丹
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2021-01-29
正中了Chamath接受采访时所说“华尔街机构利用散户不能用的工具。”岂止是工具，他们直接上武器。
非常抱歉，此主贴已删除
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牡丹
·
2020-08-18
$特斯拉(TSLA)$
600%+合影留念
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