AI要重复1999年网络泡沫?最疯狂的一段,还没开始?是的。如这轮美股科技板块,真的要重复1999年,那么最疯狂的时刻,根本还没开始。现在更像1998年末,而不是1999年Q3到2000年Q1。真正的泡沫顶点,必须是散户的疯狂,而现在疯狂还局限在机构内部。相比2000年的微软、思科、雅虎和AOL,现在除了TSLA极端溢价,其它主流AI巨头,如NVDA、AMD、AVGO、TSM业务还在增长。
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