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硅谷王川 Chuan
@Svwang1
Twitter is my Chain-Of-Thought. Reading history is my end-to-end training. Not financial advice. 一言不合就拉黑。评论区只对订阅用户开放。 Runner: 1 km, 3'49; 5 km, 23'07
Joined December 2019
2
Following
190.7K
Followers
硅谷王川 Chuan
@Svwang1
2026.07.13 02:01
Neocloud 本质就是在算力暂时稀缺的时候,靠着后面干爹的支持,高杠杆的做多算力的投机模式。用了个 neocloud 的名字,想塑造高大上的形象,但背后实质就是个高杠杆高负债的二道贩子。算力不再稀缺时他们第一个出问题。如果干爹要帮着他们强撑下去,干爹的资本负债表也会遭受重大负面影响。
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