Top 10 Influencers in 2024NVIDIA has hit a new all-time high again. 2026 is a very certain opportunity, because it rose too little in 2025, and it's highly likely to be the first ten-trillion-dollar company for humanity.
黄仁勋在 GTC 2026 上都说了什么？（给技术小白通俗版本）
写在前面，我认为英伟达还是 2026 年比较确定的标的，理由：云大厂还是非常疯狂地砸算力（四巨头资本开支合计，约 6350 亿美元，+55%）Agent 时代的来临，算力需求爆炸了，有点像 ChatGPT 时刻去年和今年，英伟达还没怎么涨，这是重点，哈哈哈另外，网络安全股，也很可能值得关注，Agent 会催生大量安全的需求，我接触的到一些公司，担心安全问题，禁止本地部署。。。也就是说，实用...
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