聊聊光刻机的传言和英伟达6000 pro,以及国产AI算力的估值和节奏

橙子不糊涂
09 Mar

最近海、内外市场的所有好的、不好的,兴奋的、低落的,各种情绪都聚焦在科技板块,从硬件到软件(应用),再到星辰大海的机器人,一个接一个的炸裂信息充斥着市场以及主流舆论场。最新的舆情,集中在Manus、EUV,以及最近逐步在发酵的英伟达GTC大会和GTX 6000 pro…本文:1,定性的简单聊聊光刻机;2,英伟达6000pro意味着什么;3,国产算力的估值和节奏…首先,第1个话题,上周有传关于EUV...

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