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。
字節跳動表示正採取措施「強化現行防護機制」。
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Nature, Published online: 24 February 2026; doi:10.1038/d41586-026-00593-x
"Computing demand is growing exponentially," boss Jensen Huang said. "Our customers are racing to invest in AI compute - the factories powering the AI industrial revolution and their future growth."