而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进，都离不开先进制程的支撑；无论谁最终赢得AI应用战争，都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河，甚至比英伟达的CUDA生态更难被颠覆。
В России ответили на имитирующие высадку на Украине учения НАТО18:04
。关于这个话题，Line官方版本下载提供了深入分析
Yesterday, Axios reported that Hegseth gave Anthropic a deadline of 5:01 PM on Friday to agree to the Pentagon's terms. At the same time, the DoD requested an assessment of its reliance on Claude, an initial step toward potentially labelling Anthropic as a "supply chain risk" — a designation usually reserved for firms from adversaries like China and "never before applied to an American company," Anthropic wrote.
Continue reading...
Мощный удар Израиля по Ирану попал на видео09:41