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冰河战士BinHe
@HisEsther007
#十亿级美元资本操盘手｜##硅谷AI投资复盘派# ｜#走过60国的商业观察者#
Joined July 2026
132 Following    172 Followers
冰河战士BinHe@HisEsther007
2026.07.19 06:29
过去一年全球资本其实只做了一笔交易——"算力稀缺 × 美国前沿溢价"；Kimi K3 恰好打在这笔交易的核心假设上，所以一次发布就引发了全链条重定价，这就是蝴蝶效应。
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