英伟达被抛售、甲骨文暴跌、泡沫论蔓延,AI投资进入“见真章”时刻!

金十数据
Dec 15, 2025

AI播客:换个方式听新闻下载mp3音频由扣子空间生成从近期英伟达遭到抛售,到甲骨文因报告AI支出激增而股价暴跌,再到围绕OpenAI相关公司的情绪恶化,怀疑的迹象日益增加。展望2026年,投资者之间的争论焦点在于:是在潜在泡沫破裂前减少对AI的敞口,还是加倍下注以从这一颠覆性技术中获利。Callodine Capital Management首席执行官Jim Morrow表示:“我们正处于周期的‘...

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