我们世界的走向，其实本周 ASML 和台积电不同的财报给我们展示的是分化。
接下来是 AI 基础设施持续投资的阶段，微软、谷歌、亚马逊、META 和 Apple 就是不断买最新的算卡 + 能源来构筑 AI 世界的基础服务硬件层面，不管是 IOT 端侧设备 AI 化，还是等 Elon 慢慢打通自动驾驶 + 机器人，我们从机器人自助和远程遥控的模式，这个世界进化会无比快速！
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