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英伟达的股价困境，不是AI行业的终点，而是市场对AI产业从“宏大叙事”回归“微观盈利”的必然调整：当投资者不再追问“模型参数有多大”，而是开始关注“每个Token能赚多少钱”时，AI行业真正的价值投资才正式开始。
On Saturday January 24, Duncan Ferguson walked into the Winslow Hotel pub on Goodison Road and handed licensee Dave Bond £1,000 to put behind the bar. Ferguson, the former Everton centre-forward, was there because the Winslow, 140 years old and standing in the shadow of Goodison Park’s towering Main Stand, was closing. Eight months after Everton’s men left Goodison, this was another farewell party and Ferguson had turned up to say goodbye. “It was a brilliant gesture,” said Bond.