中国钢铁,也有大黑马

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I have a MacBook Pro M1 Max from 2021, and because it is an excellent piece of hardware that still performs its function admirably, I have been holding on. The current state of macOS Tahoe is abysmal - I know because I listen to people who are long-time Mac users, who say so. If it was more stable, maybe I would do what I did with the last few upgrades, all of which made non-productive tweaks to the user interface in the interest of unity across platforms, and just upgrade. As it stands now, there's no chance.

下游的优势在于市场想象空间巨大,估值弹性高,一旦实现技术突破,有望获得垄断性收益。但风险远高于上下游:盈利周期极长,预计要到2030年才能实现现金流转正;技术路线失败率高,类似Meta元宇宙投入效果不佳的案例并不少见;且资本依赖性极强,一旦融资环境恶化,将直接冲击企业生存。

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