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Feed Explorer$KNOWLEDGE ATLAS(02513.HK)$MINIMAX-WP(00100.HK)The surge in large models is making people envious. However, models are common; who can guarantee a new model won't emerge tomorrow? While I remain bullish on AI, investing in model companies doesn't align with my first principles. I'll continue investing in AI's 'shovel' companies: computing power and cloud computing.
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