哈喽大家好，今天老张带大家聊聊中美AI大战，拼的是光刻机、芯片纳米数？那可就掉进惯性思维里 了。 AI竞赛的"认知偏差 加州想建条线，把怀俄明州的风电送到本地AI园区，光环保评估就耗了5年，跨州审批更是扯来扯去没 个准信。 要知道，一条跨州高压线在美国平均要建十年，等它通上电，AI技术早更新好几代了。得州寒潮大停 电的教训还在眼前，几千家电力公司各干各的，遇到算力突增这种情况，根本扛不住。 最近硅谷传出来的数儿，简直颠覆认知——当地AI数据中心一年耗电突破1000亿千瓦时，比瑞典全国 用的都多！ 说白了，AI这东西看着是高科技，本质上是"电老虎"。训练一次GPT-4，耗电量够一个普通家庭用120 年。美国一门心思卡咱们芯片脖子，却忘了给自家AI备足"口粮"，这波战略误判，代价可不小。 咱们先看看美国的电网有多"拉胯"。他们的电网跟"分家过日子"似的，东部、西部加上德克萨斯州，三 大块互不相通，典型的"巴尔干化"。 更要命的是，多数高压线路还是上世纪六七十年代的老古董，跨州输电损耗动不动就超15%。 中国电力的"三重王牌" 对比之下，咱们的电力系统简直是"神操作"。截至2024年，全国已经建成35条特高压线路， ...

Adobe Inc. (NASDAQ:ADBE) is facing mounting pressure as tightening marketing budgets and shifting enterprise priorities cloud its growth outlook, with new survey data pointing to reduced spending on digital marketing and front-office software even as competition from AI-driven platforms intensifies heading into 2026.Keybanc analyst Jackson Ader downgraded Adobe from Sector Weight to Underweight and announced a $310 price forecast.Analyst ViewThe analyst writes that heading into 2026, Adobe faces similar cha ...

Group 1 - The article discusses the potential investment opportunities in Fiverr (FVRR) as analyzed by expert analysts [1] - It highlights the importance of understanding market trends to make informed investment decisions [1] - The video accompanying the article provides insights that could be valuable for investors looking to explore Fiverr [1] Group 2 - The stock prices referenced are from May 12, 2025, indicating a specific timeframe for the analysis [1] - The publication date of the video is June 20, 2025, which may suggest recent developments in the market [1]