光从财报看是高估了，但是财报外的东西说不准，比如以后推理的市场都给AMD，OpenAI这个deal是个例子

来源: GandalfOld 于 2025-10-06 12:07:44 [旧帖] [给我悄悄话] 本文已被阅读：次

YMMV

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