文章转载于直面AI当人们开始怀疑一场比赛的终点其实藏着炸弹时，落后的玩家反而成了“赢家”。2025年上半年，苹果股价跌去18%，在七大科技巨头（苹果、微软、亚马逊、英伟达、谷歌、Meta、特斯拉）中，其表现只排到倒数第二，几乎垫底。然而，下半年Meta、微软等纷纷转跌之际，苹果股价却大涨35%，甚至超过了英伟达的表现。这个格局的转变，背后是市场对科技巨头高昂的AI投入的普遍质疑情绪。一些分析师称赞...
Source Link文章转载于直面AI当人们开始怀疑一场比赛的终点其实藏着炸弹时，落后的玩家反而成了“赢家”。2025年上半年，苹果股价跌去18%，在七大科技巨头（苹果、微软、亚马逊、英伟达、谷歌、Meta、特斯拉）中，其表现只排到倒数第二，几乎垫底。然而，下半年Meta、微软等纷纷转跌之际，苹果股价却大涨35%，甚至超过了英伟达的表现。这个格局的转变，背后是市场对科技巨头高昂的AI投入的普遍质疑情绪。一些分析师称赞...
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.