芯片行业的故事正在发生变化。从去年年底博通公开宣告,要用定制AI芯片挑战英伟达以来,这家芯片巨头的市值,至今都没有低于过1万亿美元。它离英伟达的3万多亿美元还有很远。但只要人工智能的故事能讲下去,定制芯片的故事就能讲下去,博通的故事也就能讲下去。还会有更多芯片公司试图成为下一个博通,包括中国芯片行业。于是,美国政府很可能又追在市场的屁股后面忙着堵漏。这条故事主线将贯穿整个2025年。市场为什么相信...
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