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@话题虎：微软CEO站队英伟达！更高效的AI芯片 ≠ 总算力需求下降，大家认同吗？

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data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>  <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>  都将发布财报，你看好各家财报表现吗？<span class=\"teditor-emoji\">[安慰]</span></span></strong></p><p></p><p><strong><span style=\"color:#000000;\" class=\"color-mark\">评论区分享你的观点或对AI应用前景的看法，一起赢取1000虎币奖励！🎁🎁</span></strong></p><p></p></body></html>","htmlText":"<html><head></head><body><p>DeepSeek引领的算力，给企业找到了降本增效的的途径，最大收益为AI应用板块，除了 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、 <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 、 <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ，还有很多像 <a data-mention-id=\"DUOL\" class=\"teditor-mention\" data-mention-name=\"多邻国\" href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$</a> 、 <a data-mention-id=\"TAL\" class=\"teditor-mention\" data-mention-name=\"好未来\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 等等，能逐渐普及，对AI的需求自然就会起来。<span class=\"teditor-emoji\">[微笑]</span></p><p></p><p>就像微软的CEO对DeepSeek的回应。（Jevons Paradox是指：当技术进步提高资源利用效率时，反而可能导致资源消耗总量增加，而不是减少。举个例子就像AI芯片更高效，计算成本降低，结果AI训练规模越来越大，整体算力消耗更高。）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15f4cb5d8eb9a475671d68b3c8db53c2\" tg-width=\"597\" tg-height=\"310\"></p><p></p><p>更高效的AI芯片 ≠ 总算力需求下降，<strong>更多企业和机构愿意扩张AI应用</strong>，整体算力需求持续上升，长期来看对英伟达应该是利好。<span class=\"teditor-emoji\">[思考]</span></p><p><strong><span style=\"color:#E67E23;\" 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等等，能逐渐普及，对AI的需求自然就会起来。[微笑] 就像微软的CEO对DeepSeek的回应。（Jevons Paradox是指：当技术进步提高资源利用效率时，反而可能导致资源消耗总量增加，而不是减少。举个例子就像AI芯片更高效，计算成本降低，结果AI训练规模越来越大，整体算力消耗更高。） 更高效的AI芯片 ≠ 总算力需求下降，更多企业和机构愿意扩张AI应用，整体算力需求持续上升，长期来看对英伟达应该是利好。[思考] 现在英伟达距离距离补周一的跳空缺口，还需要超过10%的涨幅，大家看好 $英伟达(NVDA)$ 重新站上$140吗？周三盘后 $微软(MSFT)$ $特斯拉(TSLA)$ $Meta Platforms, Inc.(META)$ 都将发布财报，你看好各家财报表现吗？[安慰] 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