在一片充斥着“噪音”的市场中，保持乐观往往比听起来聪明的悲观论调更能带来回报。 近日，高盛董事总经理兼资深交易员Bobby Molavi撰文称，尽管市场充斥着泡沫迹象，但驱动本轮长牛的核心支柱——尤其是AI引发的巨大资本开支——趋势明确。他认为，在AI的长期叙事落地之前，对抗其带来的资本洪流是徒劳的。 对于投资者而言，看清信号、忽略噪音，并认识到AI的最终成败短期内无法定论，或许是当下最关键的生存...
Source Link在一片充斥着“噪音”的市场中，保持乐观往往比听起来聪明的悲观论调更能带来回报。 近日，高盛董事总经理兼资深交易员Bobby Molavi撰文称，尽管市场充斥着泡沫迹象，但驱动本轮长牛的核心支柱——尤其是AI引发的巨大资本开支——趋势明确。他认为，在AI的长期叙事落地之前，对抗其带来的资本洪流是徒劳的。 对于投资者而言，看清信号、忽略噪音，并认识到AI的最终成败短期内无法定论，或许是当下最关键的生存...
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