· 个股论点
树莓派（$RPI）又上涨了29%。 如果你在思考估值问题： $NVDA 从面向游戏玩家的GPU转型为面向AI推理/训练的GPU，市值从10亿美元重估至4.4万亿美元。 $RPI 从面向教育的廉价硬件，转型为AI智能体（与Apple Mac Mini一起）的标准配置。 我并非说它会像英伟达一样，但确实存在平行之处。 现在大家都在大量购买树莓派用于AI智能体相关部署，例如OpenClaw或Picoclaw。未来可能会有许多变种出现，比如$META Manus。 总可寻址市场（TAM）从人们购买1-2台的教育市场，转变为“尽可能多买”以本地部署AI智能体的市场。 目前市值为10.2亿美元。前途无量。
Raspberry Pi ( $RPI ) is now up another 29%. If you're wondering about valuation: $NVDA went from GPUs for gamers into GPUs for AI inference/training. And re-rated to a $4.4T MC from $1B. $RPI went from cheap hardware for education, into the standard for AI agents (alongside Apple Mac Mini). Not saying it's going to be the same as Nvidia, but there's certainly parallels. Now everyone is mass-buying Raspberry Pis for AI agent related deployments, such as OpenClaw or Picoclaw. In the future, there will likely be many variants to come, such as $META Manus. The TAM went from education where people bought 1 or 2 to "buy-as-much-as-you-can" for deploying AI agents locally. The marketcap is $1.02B now. Sky is the limit.