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- 加减法andi加减法andi
  ·2025-01-28
  $苹果(AAPL)$ 对终端设备商确实是个很大的利好。苹果在全球市场可能都不需要跟openai合作了，直接自己接入deepseek的开源模型，再调教调教。另外在外网已经看到许多人用几台搭载m4芯片的macpro来组建agi训练集群了，人工智能的门槛降低，必将引发应用层的井喷，这对目前已经有海量用户群的生态公司和软件公司，是个蓝海机会。所以我们看到美股的meta，apple，tesla都没有怎么跌，包括港股的腾讯美图。算力短期来看，情绪上确实受到了重创，但中长期上，只不过是一朵小浪花，不信我们两年后再看。
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