点击上方蓝字,关注我们金信半月谈AI 科技浪潮无疑成为了全球经济与资本市场瞩目的焦点。本文试图从科技周期的视角深入剖析这一浪潮,尤其是结合半导体周期来理解本轮 AI 创新周期所处的位置。回顾近代技术革命周期,从18世纪末的工业革命到19世纪的铁路与钢铁时代,从20世纪的电力、汽车到信息技术革命,每一项大的科技周期都呈现出相似的规律性:技术突破-资本涌入-基础设施投资-应用爆发-泡沫与调整-成熟扩散...
Source Link点击上方蓝字,关注我们金信半月谈AI 科技浪潮无疑成为了全球经济与资本市场瞩目的焦点。本文试图从科技周期的视角深入剖析这一浪潮,尤其是结合半导体周期来理解本轮 AI 创新周期所处的位置。回顾近代技术革命周期,从18世纪末的工业革命到19世纪的铁路与钢铁时代,从20世纪的电力、汽车到信息技术革命,每一项大的科技周期都呈现出相似的规律性:技术突破-资本涌入-基础设施投资-应用爆发-泡沫与调整-成熟扩散...
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