Nvidia’s participation in the round has been the subject of intense speculation, particularly as reports of a $100 billion investment in September gave way to reports of a smaller investment in the months that followed.
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价格的合理性也是一大质疑点。抖音电商数据显示，2024年以来，AI玩具行业的毛利率约70-80%，个别甚至超过90%。根据头部AI玩具供货商向媒体透露，核心机芯的成本可以被压至50元以下，加上显示屏成本在80元左右，而定价则在成百上千元不等。