要站在变化的一边!70岁“木头姐”兴奋盘点2026大机会:现在就是黄金时间

资本实验室
13 hours ago

本文转载自:聪明投资者“木头姐”凯茜·伍德(Cathie Wood)最近带着团队发布了《Big Ideas 2026》,然后又兴奋地做了一场演讲,帮大家把报告拿出来划重点。“现在确实让人感觉像是炒作周期。”但“木头姐”话锋一转,她认为AI现在巨额的资本开支不是“暗纤”,而是实打实地在被消耗。“AI仍处在非常早期的阶段,它还有很长的路要走。”她再次用到“伟大加速”这个让人热血沸腾的词。“木头姐”承认...

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