我不看好AIDC(算力中心) 1.从没听说过电信机房发财的、算力中心也不会 2.基础设施最后都接近公益 最重要的、技术会有1-3年的瓶颈期,整个业界会有30%回调、不管是市值还是市场 这个阶段、所有低于30%毛利率的方向都会死 算力中心投入5年不赚钱的 能活下来不到5%
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