EPISODE · Jun 30, 2026 · 5 MIN
EP106 | 自动驾驶冰火两重天，特斯拉狂飙Waymo收摊
from AHA Daily
AI主线从烧钱军备竞赛换挡到落地变现：谷歌图像免费、Claude半价进政府、编程Agent要进硬件；韩国万亿加码内存超级周期。盘面纳指飙2%、VIX跌破18，风险偏好全面回归。自动驾驶上演冰火两重天——特斯拉FSD大更新股价狂飙，Waymo和Uber却悄悄从凤凰城收摊。Alphabet入道指首日涨4%，AeroVironment财报飙19%。
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EP106 | 自动驾驶冰火两重天，特斯拉狂飙Waymo收摊
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