全球大佬财富轨迹追踪
Serenity(白毛股神)
Serenity (@aleabitoreddit)Serenity(白毛股神)@aleabitoreddit发帖2026-06-13

作者评论AI霸权战争开始,指出出口管制导致的供应链瓶颈(如AXTI),以及Anthropic模型从新加坡向中国被蒸馏的现象。他们认为将最先进AI模型留在国内有助于维护美国主导地位,

作者评论AI霸权战争开始,指出出口管制导致的供应链瓶颈(如AXTI),以及Anthropic模型从新加坡向中国被蒸馏的现象。他们认为将最先进AI模型留在国内有助于维护美国主导地位,并对超级智能的全球可及性提出质疑。

The AI supremacy Wars begins. Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI) Should present some interesting opportunities in the near future. That being said, Anthropic was getting distilled left and right in Singapore -> China and others. Hot take, but steps like this do help preserve American dominance in AI, keeping the most advanced model at home. I don’t think Superintelligence should be global access, since we’re starting to get into uncharted territories.
原帖X / @aleabitoreddit

关联股票

AXTI看多
+10.03% 今日
+98.89% 90天

作者指出出口管制导致的供应链瓶颈带来有趣机会,AXTI被明确提及为受益者。

去交易
仅供参考 · 风向标是信息工具,不构成投资建议,不推荐买卖任何证券。行程可能基于官方确认前的媒体报道。公开战绩存在幸存者偏差。投资决策与责任由您自行承担。