was not making a Hit with his Congregation. The Parishioners did not seem inclined to seek him out after Services and tell him he was a Pansy. He suspected that they were Rapping him on the Quiet. The Preacher knew there must be something wrong with his Talk. He had been trying to Expound in a clear and straightforward Manner, omitting Foreign Quotations, setting up for illustration of his Points such Historical Characters as were familiar to his Hearers, putting the stubby Old English words ahead of the Latin, and rather flying low along the Intellectual Plane of the Aggregation that chipped in to pay his Salary. But the Pew-Holders were not tickled. They could Understand everything he said, and they began to think he was Common.

So he studied the Situation and decided that if he wanted to Win them and make everybody believe he was a Nobby and Boss Minister he would have to hand out a little Guff. He fixed it up Good and Plenty.

On the following Sunday Morning he got up in the Lookout and read a Text that didn't mean anything, read from either Direction, and then he sized up his Flock with a Dreamy Eye and said: "We can not more adequately voice the Poetry and Mysticism of our Text than in those familiar Lines of the great Icelandic Poet, Ikon Navrojk:

#每日英语听力[超话]# #英语每日一句# 每天学一句，轻松又实在，日积月累，突破口语难关
Whenever one does not understand a thing or cannot put it into practice, one must return to oneself and in his own mind try to realize it personally.
凡明不得，行不去，须反在自心上体当。
发音详情戳这里https://t.cn/A6YssX4I

AI热潮汹涌而来，作为第一阶段，“芯片巨头”英伟达率先受到追捧，但这仅仅是开始，英伟达之后的AI投资，还有三大阶段值得关注。

后续三阶段包括：②基础设施阶段；③“AI赋能收益”阶段；④“生产力提升”阶段，投资者可能会很快交易前两阶段股票，而第4阶段股票则有较长期增长空间。

第二阶段是基础设施阶段，除英伟达外的其他参与AI基础建设公司，包括半导体、云服务提供商、数据中心RE­I­Ts、硬件和设备公司、软件安全股，其中大多数公司估值有所提升，但盈利修正却大相径庭，如新思科技、芯片设计公司Mo­n­o­l­i­t­h­ic Po­w­er Sy­s­t­e­ms、无线广播通信运营商Am­e­r­i­c­an To­w­er和电气设备Ve­r­t­iv等。

这里发一个有关AI半导体生态的图，核心围绕着AI半导体。有各种各样的公司在生态中担当核心角色，当然目前全球最具实力的还是美股公司

1. 计算层

AI计算可以发生在数据中心，也可以发生在手机、汽车等边缘设备。

2. 硅层

包括AS­IC(专用集成芯片)、CPU、GPU、存储芯片、系统芯片。

GPU是数据中心AI工作负载的核心大脑。

CPU和AS­IC也用于某些工作负载。

系统芯片是目前移动端流行的架构。

存储芯片对于所有应用都至关重要

3.制造层

EDA提供用于设计芯片的软件。

代工厂负责生产AI中使用的绝大多数芯片。

集成设备制造商(IDM)则生产自己的芯片。

4. 基础层

AI生态系统需要大量资源如强大的电力。

代工厂每天需要使用大量的水。

熟练的工程师和技术工人对于整个供应链至关重要。

第三阶段是“AI赋能收益”阶段，聚焦于将AI整合到产品中从而提高收益的公司，诸如软件和IT服务企业。除了知名大型科技公司外，云服务商Cl­o­u­d­f­l­a­re、软件设计公司Au­t­o­d­e­sk、数据库公司Mo­n­g­o­DB和云服务商Nu­t­a­n­ix等也是潜力股。

高盛指出，第三阶段股票今年迄今为止的回报率为8%，虽然是这些股票的超额收益由AI以外的因素驱动，但投资者对这些股票的关注度正在上升。

第四阶段是“生产力提升”阶段，聚焦于利用AI技术来提高生产效率的各行各业公司，特别是软件服务和商业服务等劳动密集型行业，该行业容易受到人工智能自动化的影响。

在第四阶段，纽约时报、亚马逊、沃尔玛、富达国民金融、泰尼特健保和Gu­i­d­e­w­i­re So­f­t­w­a­re等公司值得关注。

此外，由于第二和第三阶段的公司是其他公司实现AI提高生产率的基础，投资者可能会更快交易这两个阶段的股票，而第四阶段股票则有较大的长期增长潜力。

#CPO概念集体走强，剑桥科技绩后大涨##人工智能# $海光信息(SH688041)$