你这个逻辑没毛病。AI 生产快且好，但消费不行形成不了闭环或者说特定人群消费形成弱循环，时间长了要掉链子的。叠加其它因素...

贾雨村

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hex

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nevent

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Kind-1 (TextNote)

2026-06-06T04:22:26Z

↳ Reply to 87e02be9... (npub1slszh6dw8z28g23lahdzu6envadkg2qqvvat33avrgcx7yr6eqwq3jhazx)

天朝不缺电，完全可以出口廉价token，这个逻辑不成立。

你这个逻辑没毛病。AI 生产快且好，但消费不行形成不了闭环或者说特定人群消费形成弱循环，时间长了要掉链子的。叠加其它因素，各国都在争夺用户，唯独消费需求少。

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