曾在英伟达身上错过2500亿美元的软银创始人孙正义,如今再次用脚投票。为了投OpenAI,软银清仓了如日中天的英伟达。孙正义也许赌的是:AI的未来,不在于制造铲子的英伟达,而在于定义金矿的OpenAI。而对投资者而言,软银的选择凸显了当今人工智能市场的一个关键矛盾:公司估值的快速上涨究竟反映了其未来的盈利潜力,还是仅仅反映了投资者的过度乐观?弃英伟达投OpenAI11月11日,软银公布了截至9月末...
Source Link曾在英伟达身上错过2500亿美元的软银创始人孙正义,如今再次用脚投票。为了投OpenAI,软银清仓了如日中天的英伟达。孙正义也许赌的是:AI的未来,不在于制造铲子的英伟达,而在于定义金矿的OpenAI。而对投资者而言,软银的选择凸显了当今人工智能市场的一个关键矛盾:公司估值的快速上涨究竟反映了其未来的盈利潜力,还是仅仅反映了投资者的过度乐观?弃英伟达投OpenAI11月11日,软银公布了截至9月末...
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