文 | 最话FunTalk,作者 | 何伊然,编辑 | 刘宇翔一个有趣的问题是:如果AI 有泡沫,为什么不卖出288倍PE的寒武纪,卖出亏损的摩尔线程、沐曦,买入44 倍PE 的英伟达?如果AI 没有泡沫,为什么放着44倍PE的英伟达不买,而去追高288倍PE的寒武纪、亏损的摩尔线程和沐曦?当我把问题抛给DeepSeek,善于拍马屁的它直呼,这确实是一个“灵魂拷问”,并给出了它的看法:答案并非简单...
Source Link文 | 最话FunTalk,作者 | 何伊然,编辑 | 刘宇翔一个有趣的问题是:如果AI 有泡沫,为什么不卖出288倍PE的寒武纪,卖出亏损的摩尔线程、沐曦,买入44 倍PE 的英伟达?如果AI 没有泡沫,为什么放着44倍PE的英伟达不买,而去追高288倍PE的寒武纪、亏损的摩尔线程和沐曦?当我把问题抛给DeepSeek,善于拍马屁的它直呼,这确实是一个“灵魂拷问”,并给出了它的看法:答案并非简单...
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