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- TigerMNTigerMN
  ·06-13
  苹果的核心是科技制造，是创新，跟AI有关，但不是核心，不是龙头。相比之下，英伟达护城河越来越深，不是苹果有没有准备好的问题，而是领头羊只能是英伟达，其它公司跟AI的关系，就好比是碰瓷，但不代表它们没有AI。
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- TigerMNTigerMN
  ·06-12
  elon向川普低头认错，不是很认可他在跟川普唱双簧的阴谋论，更多的是向权利和利益的妥协，但这一退让，把钢铁侠的硬汉形象就有点击垮了；同时长远来讲，特斯拉估计陷入了科技瓶颈的，失去了长期利好资本市场的推动力。所以，虽然短期市场因为双方和好开始止跌反弹，但长期来看，形势不容乐观。
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