而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进,都离不开先进制程的支撑;无论谁最终赢得AI应用战争,都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河,甚至比英伟达的CUDA生态更难被颠覆。
That is not only a sadness and a loss, but becoming an aged society is a cultural and economic threat. Older people, by and large, are not the innovators or new thinkers. An ageing society risks declining in optimism, creativity and, above all, risk-taking: a top-heavy preponderance of older people makes for a conservative and fearful electorate. We are there already – and it’s getting worse.
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