我们刚结束为期一周的美国调研,去了纽约和湾区,距离上次调研恰好一年。去年跟客户聊的,是贸易战和Deepseek时刻,今年大家谈的是,伊朗战争和AI工厂。都是战争和AI。政治和科技,取代货币和信贷,主导资本市场。纽约,纽约上次见纽约还是上次,是2018年。据朋友说,那是最好的时节。之后的每一年,都是过去最差一年,也是未来最好的一年。飞机上俯瞰曼哈顿▼纽约没变曼哈顿仍然是具有活力的脏乱差。垃圾遍地,...
Source Link我们刚结束为期一周的美国调研,去了纽约和湾区,距离上次调研恰好一年。去年跟客户聊的,是贸易战和Deepseek时刻,今年大家谈的是,伊朗战争和AI工厂。都是战争和AI。政治和科技,取代货币和信贷,主导资本市场。纽约,纽约上次见纽约还是上次,是2018年。据朋友说,那是最好的时节。之后的每一年,都是过去最差一年,也是未来最好的一年。飞机上俯瞰曼哈顿▼纽约没变曼哈顿仍然是具有活力的脏乱差。垃圾遍地,...
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