·当前AI热潮虽然具备历史性泡沫的所有特征,但这并不仅仅是简单的“科技股炒作过热”。AI行业的规模更有可能在继续发展壮大的同时,实现结构性的分化式调整。2025年第四季度以来,伴随着主要科技股的一系列回调,“AI泡沫论”甚嚣尘上,引起了业界广泛的讨论。OpenAI首席执行官山姆·阿尔特曼承认,投资者作为一个整体对AI"过度兴奋"。微软联合创始人比尔·盖茨也将当前的AI热潮类比为二十多年前的互联网...
Source Link·当前AI热潮虽然具备历史性泡沫的所有特征,但这并不仅仅是简单的“科技股炒作过热”。AI行业的规模更有可能在继续发展壮大的同时,实现结构性的分化式调整。2025年第四季度以来,伴随着主要科技股的一系列回调,“AI泡沫论”甚嚣尘上,引起了业界广泛的讨论。OpenAI首席执行官山姆·阿尔特曼承认,投资者作为一个整体对AI"过度兴奋"。微软联合创始人比尔·盖茨也将当前的AI热潮类比为二十多年前的互联网...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.