2024–2025年曾是AI投资的“非理性繁荣”高峰期,资本市场对一切带“AI”标签的公司趋之若鹜。然而进入2026年,随着全球AI“六姐妹”微软(MSFT.US)、谷歌(GOOG.US)、亚马逊(AMZN.US)、Meta(META.US)、苹果(AAPL.US)和特斯拉(TSLA.US)陆续发布2025年12月财季业绩,一个新趋势浮出水面:AI的叙事正在从“概念驱动”转向“价值验证”。投资者...
Source Link2024–2025年曾是AI投资的“非理性繁荣”高峰期,资本市场对一切带“AI”标签的公司趋之若鹜。然而进入2026年,随着全球AI“六姐妹”微软(MSFT.US)、谷歌(GOOG.US)、亚马逊(AMZN.US)、Meta(META.US)、苹果(AAPL.US)和特斯拉(TSLA.US)陆续发布2025年12月财季业绩,一个新趋势浮出水面:AI的叙事正在从“概念驱动”转向“价值验证”。投资者...
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