2026年以来钨矿指数累计涨幅达120%，龙头股翔鹭钨业、章源钨业年内涨幅均超200%。
拿到一年来AI大模型赛道最多钱的，凭什么是阶跃星辰？很多投资界人士对此感到费解。
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And I want to close this post in the same way that I closed the talk last Thursday: I think we live in interesting times where we are seeing a new paradigm for shipping code. My contrarian opinion (or maybe not that contrarian after all from what I heard yesterday) is that the value capture in an AI-powered software industry will come from this layer on top of the frontier labs where the context and the runtime are the product, along with HW-SW co-design.