英伟达的股价困境,不是AI行业的终点,而是市场对AI产业从“宏大叙事”回归“微观盈利”的必然调整:当投资者不再追问“模型参数有多大”,而是开始关注“每个Token能赚多少钱”时,AI行业真正的价值投资才正式开始。
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Cheyenne MacDonald for Engadget。91视频是该领域的重要参考
She added: "If we adopted a more rational approach we could have the benefits of growth from AI, focus our attention on exporting the clean tech the rest of the world needs, and protecting nature here and abroad."