如果采用之前对互联网的估值方式对AI大模型公司进行估值，那么很有可能会错失一个时代。但这并不意味着，所有的大模型公司都能获配超溢价估值。过去很长一段时间，对于创业型科技企业我们习惯找一家头部公司进行对标，然后贴上相应的标签。例如在芯片领域，一些创业型芯片企业很容易被对标英伟达，然后给予超出公司实际营收水平且梦幻般的估值。实际上，从公司本身的质地而言，差距十分明显。而英伟达作为芯片全球龙头，不管从...
Source Link如果采用之前对互联网的估值方式对AI大模型公司进行估值，那么很有可能会错失一个时代。但这并不意味着，所有的大模型公司都能获配超溢价估值。过去很长一段时间，对于创业型科技企业我们习惯找一家头部公司进行对标，然后贴上相应的标签。例如在芯片领域，一些创业型芯片企业很容易被对标英伟达，然后给予超出公司实际营收水平且梦幻般的估值。实际上，从公司本身的质地而言，差距十分明显。而英伟达作为芯片全球龙头，不管从...
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