本周,三星电子二季度营业利润同比暴增约18倍、创下历史新高,当日股价却收跌近7%。分析认为,这显示出投资者的关注焦点已从业绩转向了人工智能(AI)基础设施的巨额投资能否足够快地产生回报、这轮热潮又能持续多久。 这场关于AI巨额投资的清算是否已经临近? 独立投资研究机构BCA Research首席中国投资策略师司马菁在7月10日的策略会上表示,AI泡沫确实存在,但不在估值端,而在盈利端。对于当前...
Source Link本周,三星电子二季度营业利润同比暴增约18倍、创下历史新高,当日股价却收跌近7%。分析认为,这显示出投资者的关注焦点已从业绩转向了人工智能(AI)基础设施的巨额投资能否足够快地产生回报、这轮热潮又能持续多久。 这场关于AI巨额投资的清算是否已经临近? 独立投资研究机构BCA Research首席中国投资策略师司马菁在7月10日的策略会上表示,AI泡沫确实存在,但不在估值端,而在盈利端。对于当前...
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