Ben Bajarin· @BenBajarin · X·· 6 小时前AI 评分35
AI 导读
只有当不确定性消解后，折现率才会下降。需求本身没有疑问，但我认为更广泛的市场还没有真正理解原因何在。
AI 生成摘要 · 以原文为准
正文
The discount rate only comes down as the uncertainty resolves. The demand is not in question but I don't think the broader market truly understands why yet.
AMD CEO @LisaSu: "The market can be short-sighted, but it is what it is." Long-term, AMD's CEO believes in AI demand and that computing and intelligence will affect every aspect of our daily lives.在 X 查看被引用的帖子
来源：Ben Bajarin · x.com