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春天风云
春天风云
·
02-20 07:12
AI有实力，但是又“钟情”外卖，疯狂烧钱的阿里，不仅自损，更是把京东、美团一起拉下水 [捂脸]
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春天风云
春天风云
·
02-20 07:12
名字一定要大气，比如： 《我是如何在股市从一万到一个亿的》，这样应该可以销量不错
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春天风云
春天风云
·
02-20 07:12
肯定最期待space X，它能打开巨额融资、兑现早期价值、重塑行业、同时绑定AI与太空的未来。
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春天风云
春天风云
·
02-20 07:12
2026年全球铜预计16万吨缺口，2030年AI+新能源贡献新增需求40%+；供给端品位下滑、扩产慢。 这是AI+能源转型双轮驱动的结构性长逻辑，不是短期炒作；但铜价会受宏观、库存、政策影响大幅波动
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春天风云
春天风云
·
02-14
目前还是ai的基础设施建设，谨慎看好。光纤光缆，已经开始需求爆发，ai的行业牛市还在继续
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春天风云
春天风云
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02-14
中国在新能源车、电池、人形机器人、商业航天等领域具备全球竞争力，出海逻辑持续兑现。主要配置中国A股
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春天风云
春天风云
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02-14
上一次发行100年期债券的是摩托罗拉，1997年公司鼎盛时期发行百年债券, 现在谷歌要来做这个，哈哈
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春天风云
春天风云
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02-14
小摩给出了一批软件行业名单，主旨就是要在恐慌中筛选出“不会被AI取代的软件公司”
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春天风云
春天风云
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02-14
美光科技（Micron Technology）是美国唯一 DRAM/HBM/NAND 全栈供应商，全球第三大 DRAM 供应商、第三大 NAND 供应商，是美国唯一能与韩系竞争的高端存储厂。也AI 时代市场份额快速上升的黑马，高端 HBM 技术快速追赶三星/海力士。
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春天风云
春天风云
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02-14
AI和人工智能，将来会逐步的影响到各个领域各个行业当下对软件行业冲击最为严重，下一步随着人工智能和机器人的应用好多体力劳动，将逐步会被冲击被取代
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