寒武纪有病,AI有药

华尔街见闻
14 Feb

777.77,史称寒武纪顶。 资本市场短中期追逐的是一种叙事——能够形成快感、闭环的叙事,先信收割后信。 但在现实世界中,AI确实处于大爆发初期,其裂变的速度可能超出最疯狂的想象。今天不妨以跳脱的思维展望,今年此时与明年彼时,炒作AI的不是同一批人,天知道是财务自由,还是被消灭了?火爆的AI初创公司也可能不是同一批,甚至DeepSeek都可能成为明日黄花。 在变化中寻找确定性。衡量一个行业、企业高...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10