“AI 2028危机”,究竟有多少已然发生

未尽研究
Feb 24

进入2026年,进入马年,市场正弥漫着一种诡异的、前所未有的气氛。资本市场正在提前交易一场尚未真正到来的结构变化。从“一件大事正在发生”,到“2028年全球AI危机”,美国股市越来越容易被这些宏大叙事所牵引。华尔街怀疑,AI能力的自我递归提升,会先于制度与市场的调节能力,同时制造一次宏观经济的自我递归式的恶化。昨晚,独立研究机构Citrini用一篇假设写于2028年6月的备忘录,讲述了这样相互嵌套...

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