AI 成为美股投资最大主题:“这不是 ROI 问题,是生存问题”

市场资讯
Sep 17

来源:晚点LatePost“大家都想寻找新故事,但最多的资金还是流向了算力基建龙头股。”文丨程曼祺上周三(9 月 10 日),甲骨文公布季度财报后暴涨 36%。二战结束前一年出生、现在 81 岁的拉里·埃里森,(Larry Ellison)的个人身家来到近 4000 亿美元,在富豪榜上一度超越埃隆·马斯克。对二级资本市场、对不服老的创始人、对还想上一个台阶的大公司和想干掉旧巨头的新巨头,AI 现在...

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