在人工智能革命的推动下,微软与英伟达正双双冲向4万亿美元市值的巅峰,有望组成股票市场上最顶级的俱乐部。 然而,尽管目标一致,两家巨头所代表的AI投资逻辑却截然不同——一个是对核心基础设施的直接押注,另一个则是对应用生态普及的长期信念。 英伟达的价值飙升,源于其在AI价值链中的独特地位。作为AI“军备竞赛”的“军火商”,任何希望涉足AI领域的公司都必须首先采购其芯片,这使得英伟达的增长故事简单而直接...
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