https://chokepointpt.github.io/每天的 AI 新品和背后的数字https://chokepointpt.github.io/p/21.htmlhttps://chokepointpt.github.io/p/21.htmlThu, 29 Oct 2026 05:17:00 +0000代号看不出是哪家的模型，Arena 又是盲测，所以判断它的风格，得看你拿它问了什么。https://chokepointpt.github.io/p/20.htmlhttps://chokepointpt.github.io/p/20.htmlWed, 28 Oct 2026 11:06:31 +0000同一个月里，券商给 $AVAV 的目标价从 $165 到 $237 都有，分歧这么大，值得单独看一眼。https://chokepointpt.github.io/p/19.htmlhttps://chokepointpt.github.io/p/19.htmlWed, 28 Oct 2026 10:21:50 +0000账上挂着 $664B 还没确认成收入的合同，是它上个季度收入的 34 倍。同一个季度，它的自由现金流是负 $5.4B。https://chokepointpt.github.io/p/18.htmlhttps://chokepointpt.github.io/p/18.htmlWed, 28 Oct 2026 05:17:00 +0000一个大号入场，热度能不能变成长期收入，要看分发和收入最后回到谁手里。https://chokepointpt.github.io/p/17.htmlhttps://chokepointpt.github.io/p/17.htmlTue, 27 Oct 2026 23:31:48 +0000借钱炒股的总额会骗人，真正能看出有没有人被迫卖股票的，是还钱的动作。https://chokepointpt.github.io/p/16.htmlhttps://chokepointpt.github.io/p/16.htmlMon, 26 Oct 2026 17:16:39 +0000我把他最常提的四家激光公司最新一季的财报原文全翻了一遍。四家收入都在暴涨，但有一家的账让我愣了一下。https://chokepointpt.github.io/p/15.htmlhttps://chokepointpt.github.io/p/15.htmlMon, 26 Oct 2026 11:10:24 +0000这个数字说明有人在用，但它只来自一个平台，不能直接当成 Anthropic 总用量或口碑的证据。https://chokepointpt.github.io/p/14.htmlhttps://chokepointpt.github.io/p/14.htmlSun, 25 Oct 2026 12:51:20 +0000毛利率 86.8%，比台积电高 20 个点。AI 这一轮的钱停在哪一层，我把 9 月底以来四家上游公司的季报对了一遍，只用公司自己披露的数字。https://chokepointpt.github.io/p/13.htmlhttps://chokepointpt.github.io/p/13.htmlThu, 22 Oct 2026 13:46:24 +0000保险价格创纪录，说明市场对一家大公司还不还得上钱，担心已经到了有记录以来的最高水平。https://chokepointpt.github.io/p/12.htmlhttps://chokepointpt.github.io/p/12.htmlThu, 22 Oct 2026 11:16:54 +0000激光武器第一次有海外买家下单，说明这类装备开始走向商业化，不只停留在研发阶段。https://chokepointpt.github.io/p/11.htmlhttps://chokepointpt.github.io/p/11.htmlThu, 22 Oct 2026 09:10:50 +0000装一个 AI 助手以前要自己一步步配置，这次演示说明这件事可以交给 AI 去做，对想上手 agent 的人是个信号。https://chokepointpt.github.io/p/10.htmlhttps://chokepointpt.github.io/p/10.htmlWed, 21 Oct 2026 13:21:46 +0000NVIDIA 把 DSX POD 在交付前就装好、测好，AI 建设者可以更快开始用算力。https://chokepointpt.github.io/p/9.htmlhttps://chokepointpt.github.io/p/9.htmlWed, 21 Oct 2026 12:00:14 +0000工程师做仿真和芯片设计很费时间，这次合作想让 AI 直接帮上忙，影响的是真正造东西的人。https://chokepointpt.github.io/p/8.htmlhttps://chokepointpt.github.io/p/8.htmlWed, 21 Oct 2026 10:54:54 +0000AI 服务到底赚不赚钱，外界以前大多只能猜，DeepSeek 直接公开了自己的收入数字，让大家可以拿真实数据来算账。https://chokepointpt.github.io/p/7.htmlhttps://chokepointpt.github.io/p/7.htmlWed, 21 Oct 2026 08:51:43 +0000这款机器人既能服务你，也能守护你，续航和安全是普通人最先会问的两件事。https://chokepointpt.github.io/p/5.htmlhttps://chokepointpt.github.io/p/5.htmlMon, 19 Oct 2026 19:24:43 +0000订单不缺，卡住的是高端内存这类零部件，产能跟不上，这张大单只能慢慢交。https://chokepointpt.github.io/p/3.htmlhttps://chokepointpt.github.io/p/3.htmlTue, 20 Oct 2026 01:32:14 +0000合作备忘录听起来很热闹，但没有金额、也没有约束力，离真正的订单还很远，读这类新闻要先分清这两件事。https://chokepointpt.github.io/p/2.htmlhttps://chokepointpt.github.io/p/2.htmlTue, 20 Oct 2026 05:02:44 +0000一个数字要算进预期，得先能在官方文件里对上账，否则它只是一条新闻。https://chokepointpt.github.io/p/1.htmlhttps://chokepointpt.github.io/p/1.htmlTue, 20 Oct 2026 11:11:24 +0000分析师的目标价代表他们对股价的判断，这次人数变多，平均目标价却往下走，值得看一眼。