高盛之所以认为市场过_老虎社区_美港股上老虎

高盛之所以认为市场过度担忧，主要基于两个硬核理由，
1. 资金来源健康：现在的AI投资不是靠借债堆出来的泡沫，约90%的资金来自科技巨头强劲的内部现金流。这意味着巨头们有“余粮”继续打持久战。
2. 投入仍处早期：从宏观角度看，目前的AI投资占GDP比重还不到1%，相比当年的铁路或互联网泡沫高峰期（2.5%-5%）还差得很远。说明未来的投入空间依然巨大。

.SPX收创新高！可以博年末反弹吗？

科技股力挺三大美股指低开高走、四连阳，标普收创最高纪录，大家看好‘圣诞行情’延续吗？现在你的操作策略是？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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JesseBerkeley
12-19
JesseBerkeley
大厂现金流扛打，AI投入还在初期，空间大把！[看涨]

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