$英伟达.US 着刺跌得这么惨，看到信心有些动摇。说实话，大模型在 c 端的应用已经被 pass 了，无论是写作，音乐，绘画，都是糊弄外行的渣渣。b 端应用目前也只是一些头部公司的自娱自乐，没看出在某个细分领域有出圈的商业模式，应用太差劲，始终是这波大模型热潮的头上的一把刀。AI 周期性潮起潮落就已经经历过不少于 4 次，向量机， 概率图模型， 深度学习和目前的 LLM。各领风骚几年，行业热点不断变换，很多从业者也不得不主动或者被动的跟随。
到底这次是不是也是泡沫？
GOTU Return Rate
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