响亮的厂
10-10 00:44
经济学说,资本家赚的钱实质上赚的就是人的剩余劳动力,AI不像互联网,互联网只是提高效率的工具,而AI就是劳动力,仔细想想吧,目前的估值不应该是泡沫,而是科技替代人类劳动力价值的基础建设。
AI泡沫论!美股现在的估值,合理吗?
近日亚马逊CEO贝佐斯接受访谈,表示:AI就算是泡沫,也是好泡沫! 美股当前,特别是科技板块,七巨头的估值水平远高于市场平均——eg. $英伟达(NVDA)$ 的P/E 52.66, $特斯拉(TSLA)$ 的P/E是 250+……【大家觉得美股现在估值合理吗?你愿意为谁的估值买单?】
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