從AI股中學習到的事之早已透露玄機 - 股票QA
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By Ina
at 2023-07-04T21:47
at 2023-07-04T21:47
Table of Contents
去年11/30 ChatGPT 橫空出世驚豔全球
並且大概在大約兩個月便創造出一億人次使用的流量
也因為 ChatGPT 此類大型語言模型擁有巨量參數
所以需要極大量的雲端算力來提供服務
因此有了巨量 AI 伺服器(不同於傳統伺服器)的需求
以及 ChatGPT 讓人們看見生成式 AI 的前景、極高的 CAGR
進而造就了今日股市盛況
再拉回現在看過去,可以看到殺手級應用出世
到股市狂熱前,其實有一段半信半疑的時刻可以好好思考與布局
這次經驗讓我學到,以後有新事物出現時
要放寬心去研究,並且對標的不要有偏見,例如這次的電子五哥
最後就是下大、抱住、捏懶趴
後記:
最近在某個深夜裡我研讀介紹 AI 的財經雜誌時
我橫豎睡不著,仔細看了半夜
才從字縫裡看出字來,滿本都寫著 All In (AI)
驚覺原來一切的一切 AI 股早已透露在先
--
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