我认为ai应用今年是爆发元年,尽管有人质疑AI硬件如CPO和光模块是否还能持有,我认为这些硬件领域仍有价值,但当下ai应用可能更具性价比。一直以来,我都坚持这个观点。很多人提到ai应用领域很多公司业绩不佳,这很正常。毕竟ai应用刚刚起步,现在要求公司有很高的业绩是不现实的。在这个阶段,很难找到完美的公司,因为整个行业还处于初级发展阶段。我们通常讲高增长、高利润和高壁垒,但现在要ai应用公司建立非常...
Source Link我认为ai应用今年是爆发元年,尽管有人质疑AI硬件如CPO和光模块是否还能持有,我认为这些硬件领域仍有价值,但当下ai应用可能更具性价比。一直以来,我都坚持这个观点。很多人提到ai应用领域很多公司业绩不佳,这很正常。毕竟ai应用刚刚起步,现在要求公司有很高的业绩是不现实的。在这个阶段,很难找到完美的公司,因为整个行业还处于初级发展阶段。我们通常讲高增长、高利润和高壁垒,但现在要ai应用公司建立非常...
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