Leeby

[Leeby @bzLi12]

@XiaoM17 代码都错了？

[Leeby @bzLi12]

就蒜挤进去，也是橘外人 。

[Elon Musk @elonmusk]

SpaceX has committed to using Nvidia GPUs exclusively because they are the best

[tae kim @firstadopter]

Elon Musk just annihilated the memory bears.

Elon Musk on SpaceX earnings call: “Limiting factor currently is memory. Memory output is increasing by around 20% per year. Now normally that would be fantastically fast and amazing for any large mature industry. But ask yourself is the demand increasing by 20% a year? No, the demand is increasing by 200% a year, maybe higher. So if you've got demand increasing much faster than supply then Economics 101 would suggest that the price increases. It does not decrease.”

[Leeby @bzLi12]

@cuichenghao 三年后送外卖

[Leeby @bzLi12]

@PandaTouZi 今天看看

[Leeby @bzLi12]

@Huanusa @grok 简要总结视频内容

[Leeby @bzLi12]

@Valen9223 大涨是不是应该谈止盈比较合适呢？

[Leeby @bzLi12]

@Titlepattarpol 方向反了@

[Leeby @bzLi12]

@cnfinancewatch 杭电两个跌停板了？

[Leeby @bzLi12]

@sebutir_baja traslate「杀戮屋」

[Leeby @bzLi12]

@Ryanprv69 @grok 总结发给我

[Leeby @bzLi12]

@Valen9223 才看见。几天低位进了，有12个点吧。感想分享！👌

[Leeby @bzLi12]

@Valen9223 已充电，不耽误@

[Leeby @bzLi12]

@Valen9223 静待低吸

[Leeby @bzLi12]

半导体投资：经济影响达 2.8 万亿美元。物理人工智能投资：8950 亿美元。垂直人工智能投资：1.4 万亿美元。

美国在人工智能基础设施上投入了数万亿美元。中国也在投入数万亿美元。日本也承诺投入 2.3 万亿美元。

[Leeby @bzLi12]

日本刚刚宣布了一项未来 14 年投资 2.3 万亿美元用于人工智能和半导体领域的计划。首相高市早苗刚刚公布了这项涵盖至 2040 财年的路线图。

人工智能和芯片投资的大部分将用于半导体以及为特定行业打造的垂直人工智能。预计到 2040 财年，该计划将带来以下经济溢出效应：↳

[Leeby @bzLi12]

@abmarkman nbkls,jiuswanx

[joy @Sanchesssmith]

昨晚纳指+2.69%，芯片相关涨势最好。其中领涨的是Lam Research，主营刻蚀设备和薄膜沉积设备。今天早盘或可关注类似标的。如中微、华创、拓荆等。

[Leeby @bzLi12]

@xiaohou5icu @grok 整理发我