目前各公司都忙於升級硬件來迎接AI。錢都奔硬件去了。軟件暫時顧不上。等硬件都到位以後,錢才會去搞軟件。
所以這兩三年投資硬件股,過一兩年投資軟件股。一前一後,不著急。
目前各公司都忙於升級硬件來迎接AI。錢都奔硬件去了。軟件暫時顧不上。等硬件都到位以後,錢才會去搞軟件。
所以這兩三年投資硬件股,過一兩年投資軟件股。一前一後,不著急。
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