華為潑冷水！任正非驚人預言，GPU 價格將大跳水！
芒向編輯部
•
December 8, 2025
芒向編輯部
@mangodirectionsAbout
芒向編輯部立足香港面向世界，多角度理性分析香港及世界政治。 本台開創網絡電台先河，全球五個地點的主持人同時錄製時事論政節目。 【主持團隊】 馬來近 (馬來西亞) 真BC (澳洲) 許留山 義德臺仰 加燦生 請訂閱YouTube頻道及芒向報Facebook專頁。
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Video Description
在全民瘋搶 GPU 的狂熱時代，華為創始人任正非卻拋出震撼彈，預言 3 至 5 年內算力將嚴重過剩，昂貴的晶片恐淪為電子垃圾。這種「反共識」的判斷究竟是智者的遠見，還是資源受限下的無奈？本集深度拆解「算力過剩論」背後的經濟邏輯，從 2000 年互聯網光纖泡沫的歷史鏡像，對比中美 AI 發展的截然不同路徑。 當基礎設施建設遠超應用落地，一場 6000 億美元的資本賭局正面臨轉折。內容剖析為何摩爾定律會成為資產詛咒，以及在特朗普時代的地緣政治下，投資者應如何避開「高科技韭菜」局。當華爾街巨頭開始動搖，誰才是這場泡沫破裂後的真正贏家？帶你從全新視角看透 AI 產業的危與機。 #任正非 #AI #人工智能 #Nvidia #算力 #科技泡沫 #華為 #美股 #投資 #商業思維 #GPU #OpenAI #經濟分析 #ICPC #科技趨勢 #高科技 #財經 #深度解析 #光纖泡沫 #特朗普 ============ 主持: 義德臺仰 【芒訊社報料熱線 Whatsapp】852 4421 7734 【正向報】https://www.youtube.com/@PositiveViewHK 【嘥冷氣】https://www.youtube.com/@Cold-Air 【芒向報官方Facebook】https://tinyurl.com/wcbyrscx ============
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