106779829
参与了投票
AI资本支出仍然存在真实风险。供应终将增加，融资成本至关重要，利用率也可能下降，而且当前极强的价格未必能永远维持。
但空头阵营此前最有力的论点之一显然已经减弱。
几个月来，问题一直是：
“如果所有人都在人工智能基础设施上投入数千亿美元，但回报却迟迟不见踪影怎么办？”
第二季度已经开始给出答案。
回报……
但空头阵营此前最有力的论点之一显然已经减弱。
几个月来，问题一直是：
“如果所有人都在人工智能基础设施上投入数千亿美元，但回报却迟迟不见踪影怎么办？”
第二季度已经开始给出答案。
回报……
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106779829 : 不太妙。涨得太快，明天可能会大幅回调