我认为第一只可能大幅受益、而且已经从中大幅受益的股票,Rachel,是 Advanced Micro Devices(AMD)。在“Muse”发布后的过去几周里,我们看到“AMD”股价出现了相当积极的反应。
My first stock that I think could benefit greatly, and has already benefited greatly from this, Rachel , is Advanced Micro Devices (AMD). In the past few weeks since the launch of " Muse", we have seen a fairly positive reaction to the price of "AMD" stock.
主要原因在于,现在如果有成千上万、数百万、甚至可能数十亿的人在使用 AI 智能体,那么一个 AI 智能体要解锁并使用所有这些不同的工具,需要多少算力?因此,AMD 目前对我来说非常令人兴奋。
The main reason for this is that now, if you have thousands, millions, and possibly billions of people using AI agents , how much processing power would an AI agent need to unlock and use all these different tools?
Therefore, AMD is currently very exciting for me .