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- 美股总舵主美股总舵主
  ·02-21
  $阿里巴巴(BABA)$ 明天必跌回调，利好出尽，等一下波资金进来
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- 美股总舵主美股总舵主
  ·01-28
  $英伟达(NVDA)$ deepseek用普通芯片显卡做出了更好的模型，说明他们的技术方向更先进，并不代表好的芯片显卡就没用了。好的模型如果再搭配上好的芯片显卡，最后会呈现出更好的表现。真正让我觉得价值崩溃的是那几个做模型的公司
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- 美股总舵主美股总舵主
  ·01-28
  Replying to @太阳下的真汉子:当思普尼特克升空的时候，你依然还是天空底下的真汉子//@太阳下的真汉子:整个AI生态被神化了！这是一次技术浪潮，却被吹捧为人类文明的奇点！吹牛画饼是资本以及印度人的专长。不可否认这次技术浪潮影响深远，但是也该敲一敲蒙在鼓里的人了
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