Top 10 Influencers in 2025
Orders$AMD(AMD.US)$NVIDIA(NVDA.US)一起吹一次吧。 对比苹果和 Meta 最近 1 年的固定资产投入占比，就可以很容易看明白，苹果这两年真的就没怎么在计算卡这里像模像样的投入过。
现在苹果放弃了汽车，重新审视和面对当前 C 端产品这里 AI 体验不佳这个事实， 一方面，苹果坐拥最大的 AI 应用场景，这一把调整的好，就触底了。 另外一方面， AI 的需求侧又来了一个超级大金主。
我理解这才是这两天芯片继续 High 的动力：需求侧周期再一次被拔高和延长了！
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