巴克莱指出,当前对AI的恐慌与10年前AWS崛起时如出一辙,但历史证明没有软件巨头因此破产,微软等反而实现数倍增长。如今软件板块估值大幅压缩,无差别抛售创造了巨大的错配机会,拥有护城河的公司被错误定价。巴克莱认为,市场正在重演历史性的恐慌,但这次可能是错误的。据追风交易台,2月13日,巴克莱分析师Raimo Lenschow团队在最新研报中指出,投资者目前对生成式AI(GenAI)的反应是基于“...
Source Link巴克莱指出,当前对AI的恐慌与10年前AWS崛起时如出一辙,但历史证明没有软件巨头因此破产,微软等反而实现数倍增长。如今软件板块估值大幅压缩,无差别抛售创造了巨大的错配机会,拥有护城河的公司被错误定价。巴克莱认为,市场正在重演历史性的恐慌,但这次可能是错误的。据追风交易台,2月13日,巴克莱分析师Raimo Lenschow团队在最新研报中指出,投资者目前对生成式AI(GenAI)的反应是基于“...
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