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雁门关向东二万五千里
09-18

$英伟达(NVDA)$ 中国大陆市场要凉凉了，美国很多AI公司已负债累累，炒钱游戏进入中后期，

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yoyonono
·09-18
观点一致，烧钱是正常，可是他们AI需要的大基建就是放到国内基建狂魔去搞，估计都得是一年起步，前期烧的概念，后期正开始出结果时发现能源或者硬件等基建跟不上，他们基建周期起步得3到4年，没出成果前这段时间，这波大涨根本很难挺到说它们基建好出成果的时候，国际市场大波动高动荡的条件物理环境下，这个AI泡泡无论市场上拉还是下跌，它的信用裕度这个基建的空挡周期内，都会出现几次闪崩局面
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