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刷到一句话，比较认同，恒科（轻资产）我不再看多了，或者恒科等同于消费股

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  •   wkend · Feb 28 · 1388 views
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    This topic created in 194 days ago, the information mentioned may be changed or developed.

    “代码一秒钟可以复制成千上万次，但 AI 大模型永远无法把旅客从纽约瞬移到伦敦。”

  • 恒科
  • 消费股
    1 replies  •  2026-03-04 17:23:38 +08:00
    as9567585
        1
    as9567585  
       Mar 4
    仅仅提供代码的是 Saas ，业务太多都是代码之外的
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