我个人觉得还是应用方_老虎社区_美港股上老虎

2023-05-26

我个人觉得还是应用方向的AI有更多的上涨空间，目前的情绪靠蹭英伟达的硬件顶着，国外的算力和模型在国内商业化并不难，把数据留在国内搞定制化和插件化服务的微软早就是这个布局了，论想象力，应用端的想象空间比硬件这种计算器能按到头的大太多，是时候考虑一下AI下一阶段的炒作了。 $微软(MSFT)$ $英伟达(NVDA)$

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酒吧里喝饮料的boy11
2023-05-26
酒吧里喝饮料的boy11
下一阶段软件部分吧？
- 火火兔爸:
  软件模型太多了最后就像整车，谁都不赚钱只有宁德获利最多

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