David_z

高盛这篇做多中国AI价值链的报告真正在说的不是 中国 AI 要涨， 而是中国 AI 的整条价值链已经闭环了， 而市场给的定价严重跟不上它的实际经济权重。 更反直觉的是，整条链上确定性最高的环节，是大部分人聊 AI 时第一个跳过的 —— 电力。 这个排序比转仓这件事本身更值得琢磨, 因为它回答的是一个更直接的问题,钱该往哪个环节走, 才配得上中国AI现在16%的全球营收占比、却只拿到1.2%的基金配置, 这篇我把电力、半导体、基础设施、模型、应用五条赛道拆开讲清楚, 包括每条赛道赚的是什么钱、代表标的都有谁,顺着往下看,你会发现有几条直觉是反的。 ▸ 高盛为何弃韩国转中国 ▸ 电力,被低估的底层瓶颈 ▸ 半导体,存储超级周期里的国产替代 ▸ 基础设施,资本开支真正落地的地方 ▸ 模型,为什么反而排在后面 ▸ 应用,风险最低的变现终点 ▸ 五条赛道怎么组合,风险在哪 先说这份报告到底在说什么， 过去一年多,全球资金几乎是排队涌向韩国和台湾的存储芯片股, 三星、SK海力士把KOSPI指数推到历史新高,逻辑很简单, AI要训练要推理,存储是刚需,谁产能大谁受益。 但今年这套逻辑开始松动,市场开始怀疑AI资本开支的可持续性, 韩国股市一天跌超5%,累计跌幅超过20%,直接进了技术性熊市, 同一天,恒生中国企业指数涨了将近4.5%,资金迁移的痕迹很明显。

@CycleDecoded 本来想关注的，一看你这各种离谱了，就觉得没必要了

离谱了，这玩意真有人做出来了。直接让大模型顺着网线接管你的视频剪辑，你打字，它干活，硬生生把 AI 逼成了全职剪辑师！ 项目： ChatCut-Inc/agent-plugin 来头： AI 剪辑平台 ChatCut 官方开源的 Agent 插件（目前将近 200 星）。它走 MCP 协议，直接给大模型塞了一整套视频编辑的能力。 这波有点狠，核心干货在这： 纯打字剪视频：丢个指令“把没说话的废镜头删了，加个动效字幕”，AI 全自动跑完。 MCP 底层接入：大模型直接读取和修改你的剪辑工程，不是在外围蹭蹭，懂的都懂。 真·多轨时间线：AI 剪完不是给你个压死的废片，而是真实可调的多轨工程，甚至支持导 XML 给 PR 和达芬奇接着修！ 一条龙全包：配音、加 BGM、自动找 B-roll 直接一波流搞定，自媒体和白嫖党狂喜。 口播博主和做切片的兄弟，这生产力直接拉满了。 还在等啥，自己去看。 🔗 GitHub 源码：github.com/ChatCut-Inc/ag… 🔗 官网：chatcut.io

6. 视频生成 Sora 2 → Kling 3.0 基准差距：大致相当 · 价格：约便宜 6 倍 [ 30 天后的结果： ] 运营成本下降 87%，输出质量平均下降 4%，收入保持不变 最重要的是，这些模型一个月内不会被禁，我可以在本地运行它们 没人会偷我的数据，我可以按需学习它们

3. 代理循环 + 工具调用 Sonnet 4.7 → GLM 5.2 基准差距：约 3% · 价格：输入成本约便宜 5 倍 4. 廉价批量 / 大规模处理 GPT-5.5 mini → MiMo V2.5 基准差距：约 6% · 价格：约便宜 12 倍 5. 图像生成 GPT-Image-2 → Wan 2.5 基准差距：约 5% · 价格：约便宜 8 倍

我的整个 AI 技术栈现在已全面转向中国 🇨🇳 成本降低 87%。收入不变 按任务替换： 1. 推理 / 后端大脑 Opus 4.8 → Kimi K2.7 基准差距：约 8% · 价格：约便宜 11 倍 2. 代码生成 GPT-5.5 → Qwen 3.7 Max 基准差距：约 18% · 价格：约便宜 7 倍

兄弟们。英伟达老黄发福利了，超级算力免费提供，我已经用上了。自己去注册吧。申请一个 appkey 就好，不需要绑定任何支付信息。 build.nvidia.com

Learn 95% of Codex in 28 minutes These are the 7 knowledge work capabilities... inside Codex, the super-app 00:00 Intro 02:19 Capability 1 - Full File Access 07:41 Capability 2 - Persistent Memory 10:46 Capability 3 - Plugins 13:52 Capability 4 - Skills 19:22 Capability 5 - GPT Image Access 21:03 Capability 6 - Browser and Computer Use 23:58 Capability 7 - Automations 25:31 Bonus Feature - Chronicle 27:21 Summary

@TruthTrumpPost Trump is the biggest rogue in the world, and the United States is a fascist country.

President Trump on Truth Social: So, there you have it, the meeting went well, most points were agreed to, but the only point that really mattered, NUCLEAR, was not. Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz. At some point, we will reach an “ALL BEING ALLOWED TO GO IN, ALL BEING ALLOWED TO GO OUT” basis, but Iran has not allowed that to happen by merely saying, “There may be a mine out there somewhere,” that nobody knows about but them. THIS IS WORLD EXTORTION, and Leaders of Countries, especially the United States of America, will never be extorted. I have also instructed our Navy to seek and interdict every vessel in International Waters that has paid a toll to Iran. No one who pays an illegal toll will have safe passage on the high seas. We will also begin destroying the mines the Iranians laid in the Straits. Any Iranian who fires at us, or at peaceful vessels, will be BLOWN TO HELL! Iran knows, better than anyone, how to END this situation which has already devastated their Country. Their Navy is gone, their Air Force is gone, their Anti Aircraft and Radar are useless, Khomeini, and most of their “Leaders,” are dead, all because of their Nuclear ambition. The Blockade will begin shortly. Other Countries will be involved with this Blockade. Iran will not be allowed to profit off this Illegal Act of EXTORTION. They want money and, more importantly, they want Nuclear. Additionally and, at an appropriate moment, we are fully “LOCKED AND LOADED,” and our Military will finish up the little that is left of Iran!

@einsteinvoid @nypost The United States carried out a malicious massacre, resulting in the death of 165 Iranian girls attending school.

What exactly is the leverage here? China isn’t a small economy you can pressure easily. Sanctions cut both ways, tariffs hit American consumers, and escalation risks retaliation across trade, supply chains, and finance. This isn’t pre-Nixon China, it’s the world’s second-largest economy and deeply intertwined with ours. Every move gets a counter. So the question remains: what real pressure can be applied without hurting ourselves just as much? @POTUS @CNN @ABC @FoxNews @CBSNews

Trump threatens China with 'big problems' if they arm Iranian regime trib.al/DZd8GMM

@IsraelMFA Israel is Satan, the devil, Hitler, and a Nazi.

We are deeply saddened by the passing of Eliot Engel, a true friend of Israel and a lifelong public servant. Throughout his many years in Congress, he worked tirelessly to strengthen the unbreakable bond between the U.S.A. and Israel. We extend our heartfelt condolences to his family, friends, and all those who had the privilege of working with him. May his memory be a blessing.

@AhmedAlHashimi7 @TruthTrumpPost Definitely

@uiop12306 @TruthTrumpPost Is it?

PRESIDENT TRUMP on TruthSocial: Massive numbers of completely empty oil tankers, some of the largest anywhere in the World, are heading, right now, to the United States to load up with the best and “sweetest” oil (and gas!) anywhere in the World. We have more oil than the next two largest oil economies combined - and higher quality. We are waiting for you. Quick turnaround!

@AhmedAlHashimi7 @TruthTrumpPost Israel is Satan, the devil, Hitler, and a Nazi.

Thank you Mr. President for putting Israel first. They are our most important Ally. We the American people dont matter, Mr. President. We got to do everything possible to support Israel continue providing free healthcare, free education to their citizens. I am an American citizen and love my country but I also understand Israel is more important than me, my parents who have no healthcare and my sisters who have thousands of student loans to pay. Its We americans can live with this situation. I read the MOU that guarentees atleast 3.8 Billion dollars annually to Israel thru 2028 which brightened my day! I support you Sir

@washingtonpost China should provide Iran with Man-Portable Air Defense Systems to enhance Iran's self-defense capabilities and deter the United States from aggression and genocide against Iran.

After years of attempts to play global peacemaker, China’s role in this week’s U.S.-Iran ceasefire suggests that its long bid for influence finally may be starting to land. But China remains cautious about taking on a messy war of America’s making. wapo.st/4dz0GsG

@antonioguterres @UN Israel is the devil, and Netanyahu is Hitler.

I unequivocally condemn the massive strikes by Israel across Lebanon on 8 April that resulted in hundreds of civilians being killed & injured, including children. With the announcement of the ceasefire between Iran & the USA, the ongoing military activity in Lebanon poses a grave risk to the ceasefire & the efforts toward a lasting & comprehensive peace in the region. Hostilities must stop immediately. International law must be respected. Civilians & civilian objects must be protected at all times. Attacks against them are unacceptable. There is no military solution to the conflict. un.org/sg/en/content/…

@DailyCaller Shouldn't South Korea protect its national interests and avoid being exploited by the United States?

OPINION: Xi Jinping wants Korea. He doesn’t have to work too hard to get it, though, because Korea’s current leader, Lee Jae-myung, has left the door open to Chinese infiltration. The Democratic Party of Korea, known as Minjoo, and their allies are now grabbing more power after Lee won the presidency last June. Minjoo also holds a large majority in the National Assembly, the country’s single-chamber legislature. As a result, Lee, Minjoo and their allies are now in a position to get whatever they want. Read below 👇

@SuasionStudies @jacksonhinkle @grok,事实求证。

🚨🇨🇳 If Communism doesnt work, then why is China so advanced?

@SuasionStudies @jacksonhinkle Do Chinese people not have freedom? I suggest you travel to China and see how the people there enjoy a free life.

@grok, There are reports that pandas traveling to Japan are about to be recalled by the Chinese government. Please confirm.

@elonmusk 怎么回事？

Earlier today, Grok was unfortunately manipulated by adversarial prompting into saying absurdly positive things about me. For the record, I am a fat retard 😀

What does "International Community" mean?