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英伟达的当前困境：从“Token经济学”到“Agent经济学”的叙事危机英伟达的市值能在短短两三年时间里从3000亿美元飙升至3万亿美元，所依赖的核心叙事逻辑就是“Token经济学”：随着大模型参数爆炸式增长，推理成本将呈指数级上升，算力需求将永无止境。
The FTSE 100 index of blue-chip shares has extended its run of record, rising over the 10,900-point mark for the first time to reach 10,914 points.。51吃瓜对此有专业解读
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