Kathyqiu的个人主页 - 老虎社区

Kathyqiu

Kathyqiu

暂无个人介绍

IP属地：浙江

10关注

0粉丝

5主题

0勋章

02-25

这篇文章不错，转发给大家看看

@James黄佳仁:2025年AI行业展望：价值链与AI 发展四阶段明星股

02-25

学习

@浪迹大叔:下面是一张人工智能价值链示图。整条链上包含了5大类公司： AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3550615990416133","uuid":"3550615990416133","gmtCreate":1587522174578,"gmtModify":1740446895450,"name":"Kathyqiu","pinyin":"kathyqiu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/4d967cf6afb1be4e8c0136981d339ad4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":10,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":12,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.06","exceedPercentage":"80.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":7,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":407235615023592,"gmtCreate":1740441272227,"gmtModify":1740447242185,"author":{"id":"3550615990416133","authorId":"3550615990416133","name":"Kathyqiu","avatar":"https://static.tigerbbs.com/4d967cf6afb1be4e8c0136981d339ad4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550615990416133","authorIdStr":"3550615990416133"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407235615023592","repostId":"386164383240392","repostType":1,"repost":{"id":386164383240392,"gmtCreate":1735288006031,"gmtModify":1745224527376,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191971567404220","authorIdStr":"4191971567404220"},"themes":[],"title":"2025年AI行业展望：价值链与AI 发展四阶段明星股","htmlText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","listText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","text":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” 英文直播回放链接>>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， $纳斯达克100指数(NDX)$ 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， $标普500(.SPX)$ 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， $标普500(.SPX)$ 只上涨了24%。 $纳斯达克100指数(NDX)$ 在互联网泡沫期间回报率超过了1000%。而 $纳斯达克100指数(NDX)$ 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","images":[{"img":"https://static.tigerbbs.com/8c64bfdb1f5883ffc12330eccb83d758","width":"906","height":"463"},{"img":"https://static.tigerbbs.com/a7df5a964017f5ddcd612599ada8de2f","width":"1128","height":"612"},{"img":"https://static.tigerbbs.com/6a0c1e40b500f1f14be07fdbd1901ef6","width":"1114","height":"594"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386164383240392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407234844192968,"gmtCreate":1740441163444,"gmtModify":1740447242078,"author":{"id":"3550615990416133","authorId":"3550615990416133","name":"Kathyqiu","avatar":"https://static.tigerbbs.com/4d967cf6afb1be4e8c0136981d339ad4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550615990416133","authorIdStr":"3550615990416133"},"themes":[],"htmlText":"学习","listText":"学习","text":"学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407234844192968","repostId":"386114718593240","repostType":1,"repost":{"id":386114718593240,"gmtCreate":1735311163949,"gmtModify":1735311169347,"author":{"id":"3465437568647281","authorId":"3465437568647281","name":"浪迹大叔","avatar":"https://static.tigerbbs.com/fed23324d38a90b8d4d8dcfaa56fe331","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3465437568647281","authorIdStr":"3465437568647281"},"themes":[],"htmlText":"下面是一张人工智能价值链示图。整条链上包含了5大类公司： AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","listText":"下面是一张人工智能价值链示图。整条链上包含了5大类公司： AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","text":"下面是一张人工智能价值链示图。整条链上包含了5大类公司： AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386114718593240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":407235615023592,"gmtCreate":1740441272227,"gmtModify":1740447242185,"author":{"id":"3550615990416133","authorId":"3550615990416133","name":"Kathyqiu","avatar":"https://static.tigerbbs.com/4d967cf6afb1be4e8c0136981d339ad4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550615990416133","authorIdStr":"3550615990416133"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407235615023592","repostId":"386164383240392","repostType":1,"repost":{"id":386164383240392,"gmtCreate":1735288006031,"gmtModify":1745224527376,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191971567404220","authorIdStr":"4191971567404220"},"themes":[],"title":"2025年AI行业展望：价值链与AI 发展四阶段明星股","htmlText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","listText":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 只上涨了24%。 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在互联网泡沫期间回报率超过了1000%。而 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","text":"“ 许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。” 英文直播回放链接>>我过去分享了很多关于人工智能（AI）趋势的内容。请记住，AI的目标市场是巨大的。许多人工智能股票的估值很贵，但还没有达到互联网泡沫时期的疯狂程度。例如， $纳斯达克100指数(NDX)$ 的市盈率现在为35倍。在互联网泡沫高峰时，它的市盈率为175倍。整个互联网泡沫持续了5年，从1995年到2000年。在其顶峰时期， $标普500(.SPX)$ 回报率达到了265%。如果AI是一个类似于互联网泡沫的泡沫，也许它可以从2024年开始再持续5年。到目前为止， $标普500(.SPX)$ 只上涨了24%。 $纳斯达克100指数(NDX)$ 在互联网泡沫期间回报率超过了1000%。而 $纳斯达克100指数(NDX)$ 在2024年到目前为止只回报了27%。从这个角度对比来看，AI Boom的趋势或远没有结束。下面是一张人工智能价值链示图。整条链上包含了5大类公司：AI软件公司：","images":[{"img":"https://static.tigerbbs.com/8c64bfdb1f5883ffc12330eccb83d758","width":"906","height":"463"},{"img":"https://static.tigerbbs.com/a7df5a964017f5ddcd612599ada8de2f","width":"1128","height":"612"},{"img":"https://static.tigerbbs.com/6a0c1e40b500f1f14be07fdbd1901ef6","width":"1114","height":"594"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386164383240392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407234844192968,"gmtCreate":1740441163444,"gmtModify":1740447242078,"author":{"id":"3550615990416133","authorId":"3550615990416133","name":"Kathyqiu","avatar":"https://static.tigerbbs.com/4d967cf6afb1be4e8c0136981d339ad4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550615990416133","authorIdStr":"3550615990416133"},"themes":[],"htmlText":"学习","listText":"学习","text":"学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407234844192968","repostId":"386114718593240","repostType":1,"repost":{"id":386114718593240,"gmtCreate":1735311163949,"gmtModify":1735311169347,"author":{"id":"3465437568647281","authorId":"3465437568647281","name":"浪迹大叔","avatar":"https://static.tigerbbs.com/fed23324d38a90b8d4d8dcfaa56fe331","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3465437568647281","authorIdStr":"3465437568647281"},"themes":[],"htmlText":"下面是一张人工智能价值链示图。整条链上包含了5大类公司： AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","listText":"下面是一张人工智能价值链示图。整条链上包含了5大类公司： AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","text":"下面是一张人工智能价值链示图。整条链上包含了5大类公司： AI软件公司： $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商： $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司： $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司： $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商： $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386114718593240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}