AI的资本游戏:英伟达股价的永动机

大公馆
Sep 23, 2025

源自:鱼与塘和一个产业里的朋友聊天,聊到了中国光伏产业的内卷,聊到了龙头的垂直一体化逻辑——为什么明知是毁灭,但是仍然要往前走?如何能让A股走出六亲不认的步伐?这让我晚上看到下图的时候,感受到了差距...我们先设置一个问题:如果英伟达,甲骨文,OpenAI,三家公司平移到中国,你们猜一下,会发生什么样的事情?如果让你做隆基的老板,你还会像当年一样扩产电池片吗?应该怎么做才是“对”的?昨天晚上看到了...

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