引言:资本的结构性觉醒华尔街有一句老话:市场在短期是投票机,但在长期是称重机。过去两年,我们目睹了人工智能(AI)领域的“投票”阶段——那是属于英伟达(Nvidia)的硬件狂欢和OpenAI的叙事高潮。然而,随着11月18日Alphabet(Google母公司)发布Gemini 3大语言模型以及其专有TPU生态系统的商业化落地,市场的风向标已经发生了剧烈的、不可逆转的偏转。不要被市场的短期噪音所...
Source Link引言:资本的结构性觉醒华尔街有一句老话:市场在短期是投票机,但在长期是称重机。过去两年,我们目睹了人工智能(AI)领域的“投票”阶段——那是属于英伟达(Nvidia)的硬件狂欢和OpenAI的叙事高潮。然而,随着11月18日Alphabet(Google母公司)发布Gemini 3大语言模型以及其专有TPU生态系统的商业化落地,市场的风向标已经发生了剧烈的、不可逆转的偏转。不要被市场的短期噪音所...
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