是谁在给英伟达们“泼冷水”？当然，性能增幅放缓绝不意味着需求会骤降，反而可能推动更加平稳、持续的增长。而在2025年“DeepSeek冲击波”中，描述效率优化往往导致消耗总量增加的“杰文斯悖论”也屡被提及。
有人不再把它当原材料，直接当期货炒。然后盘子砸了。，这一点在PDF资料中也有详细论述
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More recently, the U.S. capture of Maduro and Trump’s pledge to “run” Venezuela threatens to disrupt oil shipments to China — the biggest buyer of Venezuelan crude before the raid — and bring into Washington’s orbit one of Beijing’s closest allies in the region. Trump is scheduled to travel to Beijing later this month to meet with Chinese President Xi Jinping.