【如需和我们交流可扫码添加进社群】周四开盘那一刻,市场不仅在定价两家公司,更是在定价整个 AI 牛市的第二阶段。如果算力继续高歌猛进而软件持续低迷,意味着 AI 仍停留在“基建期”;如果软件能够接力,则意味着 AI 开始进入“兑现期”。这是一场关于技术周期位置的豪赌,投资者试图通过这两份财报,窥探未来三年的投资主线。英伟达的 650 亿神话,是巅峰还是起点?英伟达如今承载的,不只是 GPU 订单,...
Source Link【如需和我们交流可扫码添加进社群】周四开盘那一刻,市场不仅在定价两家公司,更是在定价整个 AI 牛市的第二阶段。如果算力继续高歌猛进而软件持续低迷,意味着 AI 仍停留在“基建期”;如果软件能够接力,则意味着 AI 开始进入“兑现期”。这是一场关于技术周期位置的豪赌,投资者试图通过这两份财报,窥探未来三年的投资主线。英伟达的 650 亿神话,是巅峰还是起点?英伟达如今承载的,不只是 GPU 订单,...
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