过去一年,美国经济最耀眼的关键词无疑是人工智能。科技巨头持续加码投资,资本市场热情高涨,许多人相信新一轮技术革命正在开启。半导体、云计算、数据中心和电力设备订单不断增加,科技龙头财报继续亮眼,华尔街仍愿意相信美国正处于新常态。 美国资本市场仍在不断制造新的故事。SpaceX正在推进的超大规模上市,进一步强化了市场对美国科技资产、商业航天和新型基础设施的想象。但若把目光从纳斯达克移到普通家庭、...
Source Link过去一年,美国经济最耀眼的关键词无疑是人工智能。科技巨头持续加码投资,资本市场热情高涨,许多人相信新一轮技术革命正在开启。半导体、云计算、数据中心和电力设备订单不断增加,科技龙头财报继续亮眼,华尔街仍愿意相信美国正处于新常态。 美国资本市场仍在不断制造新的故事。SpaceX正在推进的超大规模上市,进一步强化了市场对美国科技资产、商业航天和新型基础设施的想象。但若把目光从纳斯达克移到普通家庭、...
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