美国股市11月4日突现回调。美股所谓“七巨头”(苹果、亚马逊、谷歌、Meta、微软、英伟达与特斯拉),除苹果外,当日集体重挫,市值蒸发近万亿美元。这场被称为“人工智能(AI)神话裂缝”的美股剧烈震荡,是市场对AI概念股估值的担忧,还是一场资本对所谓“AI泡沫”的集体觉醒?过去两三年,生成式人工智能概念几乎席卷华尔街。英伟达的股价一度飙升至百倍市盈率,微软与谷歌的巨额AI投入被解读为“未来确定性”。...
Source Link美国股市11月4日突现回调。美股所谓“七巨头”(苹果、亚马逊、谷歌、Meta、微软、英伟达与特斯拉),除苹果外,当日集体重挫,市值蒸发近万亿美元。这场被称为“人工智能(AI)神话裂缝”的美股剧烈震荡,是市场对AI概念股估值的担忧,还是一场资本对所谓“AI泡沫”的集体觉醒?过去两三年,生成式人工智能概念几乎席卷华尔街。英伟达的股价一度飙升至百倍市盈率,微软与谷歌的巨额AI投入被解读为“未来确定性”。...
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