高盛董事总经理、美国互联网行业分析师Eric Sheridan称,今年来市场追捧流媒体作为防御型资产,但长远看好Alphabet和亚马逊。他指,没有人真正确定全球关税政策最终发展,但一旦政策确定,就能衡量其对消费者行为的影响,以及由此衍生的二、三级效应。但他认为,长远最具颠覆性的主题是人工智能(AI),以至基础大模型如何改变平台及应用优势,尤其围绕广告、购物、出行等,进而重塑消费习惯。他预计,年内...
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