回看二季度AI的变化,股价上可以说是地狱归来,NVDA从最低86元涨到现在175元,但现实是AI的进展就没有停下来过,只是之前太多短期因素干扰,AI叙事的第二轮已经开始了。谷歌的鬼故事会反转吗?上周,谷歌二季报超预期,广告收入没有被AI搜索影响,谷歌总搜索量继续增长2%,尤其是二季度token调用量翻了一倍,从4月份的480万亿增长至7月份的960万亿,谷歌的AI需求在快速增长。从下图中看,年初时...
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