深度思考：科技创新大时代，寻找源头的投资机会

来源：雪球App，作者： Beyondcool，（https://xueqiu.com/4293422265/278954189）

Sora全球对标的龙头

2024年，科技大年，新周期全球科技浪潮共振。

In 2024, the year of science and technology, the new cycle of global science and technology was resonance.

chatgpt会推出世界最强大脑chatgpt5，官方网站，已经透露了，chat已经完成了学习环节，今年最值得期待的就是chat5

Chatgpt will launch the world's strongest brainchatgpt5, the official website has revealed thatchat has completed the course of study, and the best thing to expect this year is chhat5

web3.0同样是在今年会出现重大突破。

Web3.0 is also a major breakthrough this year.

因此

That's why.

AI?web3.0，是新一轮周期的最强β

而这个全球真正的龙头方向，其实有市场真正的大龙头，可以做科技行业发展的大锚定，而且是很多股民都不了解的。

And this truly global leader, really a market leader, can be a major anchor for the development of the science and technology industry, something many shareholders do not understand.

rndr，也就是render的代币，从2023年AI和区块链进入新周期开始，到现在涨了20倍，预计这一轮结束，很有可能创纪录的达到200-500倍，一切未可知，就看这轮科技大浪潮走到什么程度。

The end of the round is expected to reach a record 200-500 times, depending on the magnitude of the wave of technology.

rndr是传统科技和区块链的一次完美结合，重大突破。

Rndr was a perfect combination of traditional technology and block chains, a major breakthrough.

它是将全球的去中心化GPU链接起来，共享算力，完成AI视频渲染，贡献AI算力。

It is a global decentralised GPU link, shares arithmetic, completes an AI video rendering, and contributes to AI computing.

如果说英伟达是创造算力，微软苹果等巨头是应用算力，那么rndr就是把创造出来的算力，与所有需要算力的应用，链接起来，构建一个去中心化的算力池。

If

没错这个愿景就是电子黄金-美元环流的锚定池子。

而rndr背后的母公司，不是币圈的创业团队，而是来自于真正黑科技领域公认的视频渲染龙头企业，OTOY，业界都知道，这家公司，是微软，苹果，谷歌，能叫的出名的顶级科技公司，视频渲染技术服务商。

And the parent company behind rndr, which is not an entrepreneurial team in the currency circle, is a well-known video-recording leader in the real black field, OTOY, as the industry knows, the company is ,

GPU是什么？没错，就是显卡，显卡在AI爆发之前，就是游戏，视频渲染的核心部件。

What's a GPU? Yeah, it's a card. It's a card that's the core part of the game, video rendering.

而AI爆发之后，未来最大的矿产资源就是算力，后面是算力稀缺状态。

In the wake of the AI outbreak, the largest mineral resource in the future will be numeracy, followed by scarcity of numeracy.

因此，rndr已经在2019年，先于市场构建了全球最大的算力共享平台。

不仅如此，不同于区块链其他项目，rndr是生来就有强大变现能力，其他区块链项目还处在概念阶段，rndr已经将全球共享算力，用于游戏，视频渲染，后面为AI提供庞大的算力池。

Moreover, unlike the rest of the block chain, Rndr was born with a strong liquidity, while other block chain projects were still at the conceptual stage, and Rndr had already shared global arithmetic for games, video rendering, and then provided AI with a huge arithmetic pool.

rndr的背后投资方，正是微软，苹果，母公司otoy更是全力投入。

The investor behind rndr is Microsoft,

rndr，是AI?web3.0的必经之路，也是加密市场AI板块的绝对王者。

未来AI板块的市值，会超过NFT，甚至可以和Defi抗衡。

The future market value of the AI plate will exceed

而AI板块龙头rndr，必将成为前十大龙头。1000亿美元，只是保守估计。从底部涨起来可能是几百倍，就看这一轮科技浪潮到什么级别。

And the A.I.B. is going to be the top ten. $100 billion, it's just a conservative estimate. It's going to rise hundreds of times from the bottom, depending on the scale of this technology wave.

这是这一轮科技大浪潮，从小到大的传奇性公司，其爆发力，会超过，上一轮周期的特斯拉，这轮周期的英伟达。

rndr无疑踩中了，AI，和web3.0，两个科技行业最大的风口。

同时，又是全球Vr龙头企业，消费电子的风口。

最重要的是，构建的去中心化算力的平台，一旦完成，将是web3.0时代的庞大算力池。

也是区块链的depin，最重要的基础设施，排第一位的基础设施。

以及微软等巨头重金打造的rndr

And

欧洲中东大资金打造的fet

Europe Middle East Large Funded Fet

万兴科技 AI视频领域龙头，“天幕”大模型

昆仑万维 AI智能体“天工SkyAgents”平台

蓝色光标 子公司拥有在线AI视频生产平台

当虹科技 AI智能视频解决方案

易点天下 AI电商视频广告工具

焦点科技 Al外贸虚拟人视频助手

因赛集团 Al虚拟人“姜小黄”

中文在线 AI文字辅助创作功能

盛天网络 游戏制作中引入AI视频

丝路视觉 子公司是视频渲染技术龙头

海康威视 研发视觉多模态大模型

虹软科技 视觉AI开放平台

国投智能 AI视频图像鉴真工作站

捷成股份 加大AI在视频创作领域的应用

对于国内的科技映射

基本上都是应用和映射公司，容易被资金炒作，但是真正走出巨头的企业，还很难说。

Essentially, they are application and mapping companies that can easily be fired by money, but it is difficult to say that businesses that are really out of the big one.

国内的AI本来应该是和全球共振的，但是总是受到国内政策，中美关系影响，再加上投机资金炒作，缺少真正的价值股，造成大机构配置比较少。

Domestic AIs were supposed to be resonant with the global, but they were always influenced by domestic policies, China-United States relations, coupled with speculative funds and a lack of real value shares, resulting in a relatively small allocation of large institutions.

本应该像加密市场，和美股一样，走出超级牛市的趋势，但是我们这边却是以题材概念，割韭菜的逻辑看待，真的是非常可惜，也很遗憾。

It was supposed to be the crypto market, like the stock market, out of the Super Cow market, but it's really a shame, and it's a pity that we're on our side with the concept of subject matter, the logic of cutting vegetables.

建议投资者，可以睁眼看世界，投资无国界

I suggest investors, open their eyes to the world, invest without borders.

AI?web3.0，是未来十年最大的风口，即使你不懂，不参与

AI? Web3.0 is the biggest blow in the next 10 years, even if you don't understand it.

也应该积极学习，去关注世界科技的最前沿。

It was also important to learn actively and to focus on the world's scientific and technological frontier.

未来全球经济的真正破局方向，就是科技创新，AI?web3.0大浪潮。

The real end of the future global economy is science, technology and innovation, a wave of AI?web3.0.