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10-04

这篇文章不错，转发给大家看看

贝佐斯：AI是一场“好泡沫”，即使暴跌也能带来长期利益

09-24

南宁；；你；；

劲方医药涨超11%公司研究数据亮相AACR年会目前已形成RAS靶向疗法矩阵

07-21

这篇文章不错，转发给大家看看

市值4.2万亿美元的英伟达，时刻警惕“倒闭危机”？

07-17

可以参与不错的选择中了就能赚钱嘿嘿😁

06-25

周大福不会破发吧嘿嘿😁😁😁😁😁😁

06-23

三花肯定会涨两个药业股也会涨，看好他们

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝佐斯：AI是一场“好泡沫”，即使暴跌也能带来长期利益\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-04 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756664><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊 创始人杰夫·贝佐斯（Jeff Bezos）认为，当前人工智能（AI）领域的投资热潮是一场“好的泡沫”。他认为，即便这场泡沫最终会像2000年互联网泡沫那样破裂，导致股价暴跌，其为社会带来的长期利益也将是巨大的。同场活动上，高盛首席执行官大卫·所罗门（David Solomon）则从华尔街的视角表达了更为审慎的观点，警告称大量投入AI领域的资本可能无法获得回报。贝佐斯：AI是“工业泡沫”，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756664\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09dcab47335b8ae75b1a72cadf884fc8","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达","GOOG":"谷歌"},"source_url":"https://wallstreetcn.com/articles/3756664","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128672648","content_text":"亚马逊 创始人杰夫·贝佐斯（Jeff Bezos）认为，当前人工智能（AI）领域的投资热潮是一场“好的泡沫”。他认为，即便这场泡沫最终会像2000年互联网泡沫那样破裂，导致股价暴跌，其为社会带来的长期利益也将是巨大的。同场活动上，高盛首席执行官大卫·所罗门（David Solomon）则从华尔街的视角表达了更为审慎的观点，警告称大量投入AI领域的资本可能无法获得回报。贝佐斯：AI是“工业泡沫”，社会将从发明中受益贝佐斯的核心观点是，当前的AI热潮应被视为一场“工业泡沫”，而非纯粹的“金融泡沫”。他解释说，类似2008年银行业危机那样的金融泡沫对社会“只有坏处”，但工业泡沫即便破裂，也能留下宝贵的遗产。以历史为鉴，贝佐斯举了两个例子：一是互联网泡沫时期对光纤电缆的大规模投资，这些基础设施在泡沫破灭后依然存在，并为后来的互联网发展奠定了基础；二是在上世纪90年代的生物技术热潮中，尽管许多公司失败了，但最终诞生了诸多“能拯救生命的药物”。谈及互联网泡沫与当前人工智能热潮之间的相似之处时，贝佐斯回忆道，当时，亚马逊的股价在“很短时间内”从113美元暴跌至6美元，当时员工们感到紧张，投资者们也忧心忡忡。尽管当时引起了轩然大波，但他认为，亚马逊的股价与公司的实际业务状况已经“脱节”，而其业务在这段时间内依然保持强劲。对于当前的AI投资热潮，贝佐斯坦言，在当前的狂热中，投资者很难区分“好的想法和坏的想法”，导致几乎所有项目都能获得融资。但他强调，“这并不意味着正在发生的事情不真实。AI是真实的，它将改变每一个行业。”他还补充道：“我们不知道这究竟需要多久才能实现，但这确实是真实存在的。”高盛CEO：大量投入AI领域的资本可能无法获得回报在同一场活动上，高盛首席执行官大卫·所罗门则发出了更为谨慎的声音。所罗门同样认可AI提升生产力的巨大潜力，称其“非常令人兴奋”，并预测“全球的工作业务都将被AI改变”。然而，作为顶级投行的掌门人，他同时警告称，当前投入AI领域的大量资本最终将“无法实现回报”。尽管如此，所罗门并未明确将当前的市场状况定义为“泡沫”。他对听众表示，自己“不够聪明，无法知晓”是否已形成泡沫，并以1998年的市场状况类比：当时人们也在问同样的问题，但市场此后又持续上涨了三年。所罗门补充道：“我们正处在电影的开端，而非结尾...如果在未来12到24个月内我们看到股市出现回调，那我不会感到惊讶，但鉴于我们已经经历的走势，这种情况也不足为奇。”","news_type":1,"symbols_score_info":{"AMZN":1.1,"GOOG":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481945033327344,"gmtCreate":1758686471910,"gmtModify":1758686474118,"author":{"id":"4211411675720482","authorId":"4211411675720482","name":"赢颖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211411675720482","authorIdStr":"4211411675720482"},"themes":[],"htmlText":"南宁；；你；；","listText":"南宁；；你；；","text":"南宁；；你；；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481945033327344","repostId":"2569290427","repostType":2,"repost":{"id":"2569290427","kind":"news","pubTimestamp":1758682860,"share":"https://www.laohu8.com/m/news/2569290427?lang=&edition=full","pubTime":"2025-09-24 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http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>劲方医药涨超11%公司研究数据亮相AACR年会目前已形成RAS靶向疗法矩阵</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n劲方医药涨超11%公司研究数据亮相AACR年会目前已形成RAS靶向疗法矩阵\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092411261295417f29&s=b><strong>动脉网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>劲方医药-B(02595)股价涨超11%，截至发稿涨10.67%，报43.78港元。此前在美国癌症研究协会(AACR)年会上，劲方医药三款大、小分子产品(GFH276、GFS202A、GFH375)临床前研究入选年会壁报环节，研发进度领先，靶向多个大适应症，展现其管线创新与丰富。国投证券指出，劲方医药为全球布局的创新药企，聚焦肿瘤、免疫疾病领域，已形成RAS靶向疗法矩阵，并积极拓展其他“全球新”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092411261295417f29&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1515":"抗疫概念","BK1161":"生物科技","BK1574":"生物医药B类股","02595":"劲方医药-B","09939":"开拓药业-B"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092411261295417f29&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569290427","content_text":"劲方医药-B(02595)股价涨超11%，截至发稿涨10.67%，报43.78港元。此前在美国癌症研究协会(AACR)年会上，劲方医药三款大、小分子产品(GFH276、GFS202A、GFH375)临床前研究入选年会壁报环节，研发进度领先，靶向多个大适应症，展现其管线创新与丰富。国投证券指出，劲方医药为全球布局的创新药企，聚焦肿瘤、免疫疾病领域，已形成RAS靶向疗法矩阵，并积极拓展其他“全球新”靶向药及新疗法管线，已布局KRAS G12C、KRAS G12D等多个靶点分子，其中核心产品KRAS G12D抑制剂GFH375已在胰腺癌、NSCLC等领域取得积极数据，后续临床进展值得关注。","news_type":1,"symbols_score_info":{"02595":0.9,"09939":1.5}},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458975698047304,"gmtCreate":1753091298371,"gmtModify":1753091615881,"author":{"id":"4211411675720482","authorId":"4211411675720482","name":"赢颖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211411675720482","authorIdStr":"4211411675720482"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458975698047304","repostId":"2553267184","repostType":2,"repost":{"id":"2553267184","kind":"news","pubTimestamp":1753076598,"share":"https://www.laohu8.com/m/news/2553267184?lang=&edition=full","pubTime":"2025-07-21 13:43","market":"us","language":"zh","title":"市值4.2万亿美元的英伟达，时刻警惕“倒闭危机”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2553267184","media":"新浪财经","summary":"7月21日，英伟达CEO黄仁勋接受采访时表示：“至今我仍感觉每天都在面临倒闭危机，这种意识永远不会从我体内消失，我也不希望它消失。33年来，每一天每一分钟我都在压力中度过。也许是因为创立英伟达时，我们确实时刻面临倒闭危机。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。”图源：视频截图据公开数据显示，7月18日英伟达总市值已经超过4.2万亿美元，再次刷新历史新高，截至发稿前仍是市值最高的公司。","content":"<html><body><article><p>7月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋接受采访时表示：“至今我仍感觉每天都在面临倒闭危机，这种意识永远不会从我体内消失，我也不希望它消失。33年来，每一天每一分钟我都在压力中度过。也许是因为创立英伟达时，我们确实时刻面临倒闭危机。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250721135049668d201yawvgi2dd15\"/><p>图源：视频截图</p><p>据公开数据显示，7月18日英伟达总市值已经超过4.2万亿美元，再次刷新历史新高，截至发稿前仍是市值最高的公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250721135106800d201rqhklv61ifo\"/><p>图源：<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>微证券截图</p><p>尽管如此，黄仁勋的努力依旧没有停滞。自2025年7月14日开始访华开始，几乎每天都在工作。据公开数据显示黄仁勋先后与<a href=\"https://laohu8.com/S/01810\">小米</a>创始人雷军、阿里云创始人王坚、MiniMAX创始人闫俊杰等人见面，期间还参与了“链博会”开幕式，并接受了多家媒体的采访。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市值4.2万亿美元的英伟达，时刻警惕“倒闭危机”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市值4.2万亿美元的英伟达，时刻警惕“倒闭危机”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-21 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721142058a45899e4&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月21日，英伟达CEO黄仁勋接受采访时表示：“至今我仍感觉每天都在面临倒闭危机，这种意识永远不会从我体内消失，我也不希望它消失。33年来，每一天每一分钟我都在压力中度过。也许是因为创立英伟达时，我们确实时刻面临倒闭危机。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。”图源：视频截图据公开数据显示，7月18日英伟达总市值已经超过4.2万亿美元，再次刷新历史新高，截至发稿前仍是市值...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721142058a45899e4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK4605":"半导体精选","BK4588":"碎股","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES 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嘿嘿😁😁😁😁😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449650168983560","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449004386128408,"gmtCreate":1750646799371,"gmtModify":1750647790097,"author":{"id":"4211411675720482","authorId":"4211411675720482","name":"赢颖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211411675720482","authorIdStr":"4211411675720482"},"themes":[],"htmlText":"三花肯定会涨两个药业股也会涨，看好他们","listText":"三花肯定会涨两个药业股也会涨，看好他们","text":"三花肯定会涨两个药业股也会涨，看好他们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449004386128408","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":485478009282640,"gmtCreate":1759553364614,"gmtModify":1759553366897,"author":{"id":"4211411675720482","authorId":"4211411675720482","name":"赢颖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211411675720482","authorIdStr":"4211411675720482"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485478009282640","repostId":"1128672648","repostType":2,"repost":{"id":"1128672648","kind":"news","pubTimestamp":1759547590,"share":"https://www.laohu8.com/m/news/1128672648?lang=&edition=full","pubTime":"2025-10-04 11:13","market":"us","language":"zh","title":"贝佐斯：AI是一场“好泡沫”，即使暴跌也能带来长期利益","url":"https://stock-news.laohu8.com/highlight/detail?id=1128672648","media":"华尔街见闻","summary":"大量投入AI领域的资本可能无法获得回报。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 创始人杰夫·贝佐斯（Jeff Bezos）认为，当前人工智能（AI）领域的投资热潮是一场“好的泡沫”。他认为，即便这场泡沫最终会像2000年互联网泡沫那样破裂，导致股价暴跌，其为社会带来的长期利益也将是巨大的。</p><p style=\"text-align: left;\">同场活动上，高盛首席执行官大卫·所罗门（David Solomon）则从华尔街的视角表达了更为审慎的观点，警告称大量投入AI领域的资本可能无法获得回报。</p><h3 id=\"id_1141021260\" style=\"text-align: start;\">贝佐斯：AI是“工业泡沫”，社会将从发明中受益</h3><p style=\"text-align: justify;\">贝佐斯的核心观点是，当前的AI热潮应被视为一场“工业泡沫”，而非纯粹的“金融泡沫”。</p><p style=\"text-align: justify;\">他解释说，类似2008年银行业危机那样的金融泡沫对社会“只有坏处”，但工业泡沫即便破裂，也能留下宝贵的遗产。</p><p style=\"text-align: justify;\">以历史为鉴，贝佐斯举了两个例子：一是互联网泡沫时期对光纤电缆的大规模投资，这些基础设施在泡沫破灭后依然存在，并为后来的互联网发展奠定了基础；二是在上世纪90年代的生物技术热潮中，尽管许多公司失败了，但最终诞生了诸多“能拯救生命的药物”。</p><p style=\"text-align: justify;\">谈及互联网泡沫与当前人工智能热潮之间的相似之处时，贝佐斯回忆道，当时，亚马逊的股价在“很短时间内”从113美元暴跌至6美元，当时员工们感到紧张，投资者们也忧心忡忡。尽管当时引起了轩然大波，但他认为，亚马逊的股价与公司的实际业务状况已经“脱节”，而其业务在这段时间内依然保持强劲。</p><p style=\"text-align: justify;\">对于当前的AI投资热潮，贝佐斯坦言，在当前的狂热中，投资者很难区分“好的想法和坏的想法”，导致几乎所有项目都能获得融资。但他强调，“这并不意味着正在发生的事情不真实。AI是真实的，它将改变每一个行业。”</p><p style=\"text-align: justify;\">他还补充道：</p><blockquote><p style=\"text-align: justify;\">“我们不知道这究竟需要多久才能实现，但这确实是真实存在的。”</p></blockquote><h3 id=\"id_2145568730\" style=\"text-align: start;\">高盛CEO：大量投入AI领域的资本可能无法获得回报</h3><p style=\"text-align: justify;\">在同一场活动上，高盛首席执行官大卫·所罗门则发出了更为谨慎的声音。</p><p style=\"text-align: justify;\">所罗门同样认可AI提升生产力的巨大潜力，称其“非常令人兴奋”，并预测“全球的工作业务都将被AI改变”。然而，作为顶级投行的掌门人，他同时警告称，当前投入AI领域的大量资本最终将“无法实现回报”。</p><p style=\"text-align: justify;\">尽管如此，所罗门并未明确将当前的市场状况定义为“泡沫”。他对听众表示，自己“不够聪明，无法知晓”是否已形成泡沫，并以1998年的市场状况类比：当时人们也在问同样的问题，但市场此后又持续上涨了三年。所罗门补充道：</p><blockquote><p style=\"text-align: justify;\">“我们正处在电影的开端，而非结尾...</p><p style=\"text-align: justify;\">如果在未来12到24个月内我们看到股市出现回调，那我不会感到惊讶，但鉴于我们已经经历的走势，这种情况也不足为奇。”</p></blockquote></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>贝佐斯：AI是一场“好泡沫”，即使暴跌也能带来长期利益</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝佐斯：AI是一场“好泡沫”，即使暴跌也能带来长期利益\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-04 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756664><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊 创始人杰夫·贝佐斯（Jeff Bezos）认为，当前人工智能（AI）领域的投资热潮是一场“好的泡沫”。他认为，即便这场泡沫最终会像2000年互联网泡沫那样破裂，导致股价暴跌，其为社会带来的长期利益也将是巨大的。同场活动上，高盛首席执行官大卫·所罗门（David Solomon）则从华尔街的视角表达了更为审慎的观点，警告称大量投入AI领域的资本可能无法获得回报。贝佐斯：AI是“工业泡沫”，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756664\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09dcab47335b8ae75b1a72cadf884fc8","relate_stocks":{"AMZN":"亚马逊","NVDA":"英伟达","GOOG":"谷歌"},"source_url":"https://wallstreetcn.com/articles/3756664","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128672648","content_text":"亚马逊 创始人杰夫·贝佐斯（Jeff Bezos）认为，当前人工智能（AI）领域的投资热潮是一场“好的泡沫”。他认为，即便这场泡沫最终会像2000年互联网泡沫那样破裂，导致股价暴跌，其为社会带来的长期利益也将是巨大的。同场活动上，高盛首席执行官大卫·所罗门（David Solomon）则从华尔街的视角表达了更为审慎的观点，警告称大量投入AI领域的资本可能无法获得回报。贝佐斯：AI是“工业泡沫”，社会将从发明中受益贝佐斯的核心观点是，当前的AI热潮应被视为一场“工业泡沫”，而非纯粹的“金融泡沫”。他解释说，类似2008年银行业危机那样的金融泡沫对社会“只有坏处”，但工业泡沫即便破裂，也能留下宝贵的遗产。以历史为鉴，贝佐斯举了两个例子：一是互联网泡沫时期对光纤电缆的大规模投资，这些基础设施在泡沫破灭后依然存在，并为后来的互联网发展奠定了基础；二是在上世纪90年代的生物技术热潮中，尽管许多公司失败了，但最终诞生了诸多“能拯救生命的药物”。谈及互联网泡沫与当前人工智能热潮之间的相似之处时，贝佐斯回忆道，当时，亚马逊的股价在“很短时间内”从113美元暴跌至6美元，当时员工们感到紧张，投资者们也忧心忡忡。尽管当时引起了轩然大波，但他认为，亚马逊的股价与公司的实际业务状况已经“脱节”，而其业务在这段时间内依然保持强劲。对于当前的AI投资热潮，贝佐斯坦言，在当前的狂热中，投资者很难区分“好的想法和坏的想法”，导致几乎所有项目都能获得融资。但他强调，“这并不意味着正在发生的事情不真实。AI是真实的，它将改变每一个行业。”他还补充道：“我们不知道这究竟需要多久才能实现，但这确实是真实存在的。”高盛CEO：大量投入AI领域的资本可能无法获得回报在同一场活动上，高盛首席执行官大卫·所罗门则发出了更为谨慎的声音。所罗门同样认可AI提升生产力的巨大潜力，称其“非常令人兴奋”，并预测“全球的工作业务都将被AI改变”。然而，作为顶级投行的掌门人，他同时警告称，当前投入AI领域的大量资本最终将“无法实现回报”。尽管如此，所罗门并未明确将当前的市场状况定义为“泡沫”。他对听众表示，自己“不够聪明，无法知晓”是否已形成泡沫，并以1998年的市场状况类比：当时人们也在问同样的问题，但市场此后又持续上涨了三年。所罗门补充道：“我们正处在电影的开端，而非结尾...如果在未来12到24个月内我们看到股市出现回调，那我不会感到惊讶，但鉴于我们已经经历的走势，这种情况也不足为奇。”","news_type":1,"symbols_score_info":{"AMZN":1.1,"GOOG":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481945033327344,"gmtCreate":1758686471910,"gmtModify":1758686474118,"author":{"id":"4211411675720482","authorId":"4211411675720482","name":"赢颖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211411675720482","authorIdStr":"4211411675720482"},"themes":[],"htmlText":"南宁；；你；；","listText":"南宁；；你；；","text":"南宁；；你；；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481945033327344","repostId":"2569290427","repostType":2,"repost":{"id":"2569290427","kind":"news","pubTimestamp":1758682860,"share":"https://www.laohu8.com/m/news/2569290427?lang=&edition=full","pubTime":"2025-09-24 11:01","market":"hk","language":"zh","title":"劲方医药涨超11%公司研究数据亮相AACR年会目前已形成RAS靶向疗法矩阵","url":"https://stock-news.laohu8.com/highlight/detail?id=2569290427","media":"动脉网","summary":"劲方医药-B(02595)股价涨超11%，截至发稿涨10.67%，报43.78港元。此前在美国癌症研究协会(AACR)年会上，劲方医药三款大、小分子产品(GFH276、GFS202A、GFH375)临床前研究入选年会壁报环节，研发进度领先，靶向多个大适应症，展现其管线创新与丰富。国投证券指出，劲方医药为全球布局的创新药企，聚焦肿瘤、免疫疾病领域，已形成RAS靶向疗法矩阵，并积极拓展其他“全球新”靶向药及新疗法管线，已布局KRAS G12C、KRAS G12D等多个靶点分子，其中核心产品KRAS G12D抑制剂GFH375已在胰腺癌、NSCLC等领域取得积极数据，后续临床进展值得关注。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/02595\">劲方医药-B</a>(02595)股价涨超11%，截至发稿涨10.67%，报43.78港元。此前在美国癌症研究协会(AACR)年会上，劲方医药三款大、小分子产品(GFH276、GFS202A、GFH375)临床前研究入选年会壁报环节，研发进度领先，靶向多个大适应症，展现其管线创新与丰富。国投证券指出，劲方医药为全球布局的创新药企，聚焦肿瘤、免疫疾病领域，已形成RAS靶向疗法<a href=\"https://laohu8.com/S/301365\">矩阵</a>，并积极拓展其他“全球新”靶向药及新疗法管线，已布局KRAS G12C、KRAS G12D等多个靶点分子，其中核心产品KRAS G12D抑制剂GFH375已在胰腺癌、NSCLC等领域取得积极数据，后续临床进展值得关注。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>劲方医药涨超11%公司研究数据亮相AACR年会目前已形成RAS靶向疗法矩阵</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n劲方医药涨超11%公司研究数据亮相AACR年会目前已形成RAS靶向疗法矩阵\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092411261295417f29&s=b><strong>动脉网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>劲方医药-B(02595)股价涨超11%，截至发稿涨10.67%，报43.78港元。此前在美国癌症研究协会(AACR)年会上，劲方医药三款大、小分子产品(GFH276、GFS202A、GFH375)临床前研究入选年会壁报环节，研发进度领先，靶向多个大适应症，展现其管线创新与丰富。国投证券指出，劲方医药为全球布局的创新药企，聚焦肿瘤、免疫疾病领域，已形成RAS靶向疗法矩阵，并积极拓展其他“全球新”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092411261295417f29&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1515":"抗疫概念","BK1161":"生物科技","BK1574":"生物医药B类股","02595":"劲方医药-B","09939":"开拓药业-B"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092411261295417f29&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569290427","content_text":"劲方医药-B(02595)股价涨超11%，截至发稿涨10.67%，报43.78港元。此前在美国癌症研究协会(AACR)年会上，劲方医药三款大、小分子产品(GFH276、GFS202A、GFH375)临床前研究入选年会壁报环节，研发进度领先，靶向多个大适应症，展现其管线创新与丰富。国投证券指出，劲方医药为全球布局的创新药企，聚焦肿瘤、免疫疾病领域，已形成RAS靶向疗法矩阵，并积极拓展其他“全球新”靶向药及新疗法管线，已布局KRAS G12C、KRAS G12D等多个靶点分子，其中核心产品KRAS G12D抑制剂GFH375已在胰腺癌、NSCLC等领域取得积极数据，后续临床进展值得关注。","news_type":1,"symbols_score_info":{"02595":0.9,"09939":1.5}},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458975698047304,"gmtCreate":1753091298371,"gmtModify":1753091615881,"author":{"id":"4211411675720482","authorId":"4211411675720482","name":"赢颖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211411675720482","authorIdStr":"4211411675720482"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458975698047304","repostId":"2553267184","repostType":2,"repost":{"id":"2553267184","kind":"news","pubTimestamp":1753076598,"share":"https://www.laohu8.com/m/news/2553267184?lang=&edition=full","pubTime":"2025-07-21 13:43","market":"us","language":"zh","title":"市值4.2万亿美元的英伟达，时刻警惕“倒闭危机”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2553267184","media":"新浪财经","summary":"7月21日，英伟达CEO黄仁勋接受采访时表示：“至今我仍感觉每天都在面临倒闭危机，这种意识永远不会从我体内消失，我也不希望它消失。33年来，每一天每一分钟我都在压力中度过。也许是因为创立英伟达时，我们确实时刻面临倒闭危机。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。”图源：视频截图据公开数据显示，7月18日英伟达总市值已经超过4.2万亿美元，再次刷新历史新高，截至发稿前仍是市值最高的公司。","content":"<html><body><article><p>7月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋接受采访时表示：“至今我仍感觉每天都在面临倒闭危机，这种意识永远不会从我体内消失，我也不希望它消失。33年来，每一天每一分钟我都在压力中度过。也许是因为创立英伟达时，我们确实时刻面临倒闭危机。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250721135049668d201yawvgi2dd15\"/><p>图源：视频截图</p><p>据公开数据显示，7月18日英伟达总市值已经超过4.2万亿美元，再次刷新历史新高，截至发稿前仍是市值最高的公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250721135106800d201rqhklv61ifo\"/><p>图源：<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>微证券截图</p><p>尽管如此，黄仁勋的努力依旧没有停滞。自2025年7月14日开始访华开始，几乎每天都在工作。据公开数据显示黄仁勋先后与<a href=\"https://laohu8.com/S/01810\">小米</a>创始人雷军、阿里云创始人王坚、MiniMAX创始人闫俊杰等人见面，期间还参与了“链博会”开幕式，并接受了多家媒体的采访。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市值4.2万亿美元的英伟达，时刻警惕“倒闭危机”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市值4.2万亿美元的英伟达，时刻警惕“倒闭危机”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-21 13:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721142058a45899e4&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月21日，英伟达CEO黄仁勋接受采访时表示：“至今我仍感觉每天都在面临倒闭危机，这种意识永远不会从我体内消失，我也不希望它消失。33年来，每一天每一分钟我都在压力中度过。也许是因为创立英伟达时，我们确实时刻面临倒闭危机。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。”图源：视频截图据公开数据显示，7月18日英伟达总市值已经超过4.2万亿美元，再次刷新历史新高，截至发稿前仍是市值...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721142058a45899e4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK4605":"半导体精选","BK4588":"碎股","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721142058a45899e4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2553267184","content_text":"7月21日，英伟达CEO黄仁勋接受采访时表示：“至今我仍感觉每天都在面临倒闭危机，这种意识永远不会从我体内消失，我也不希望它消失。33年来，每一天每一分钟我都在压力中度过。也许是因为创立英伟达时，我们确实时刻面临倒闭危机。我总在想，就在我们取得某项成就的同时，别人也可能正在创造伟大。”图源：视频截图据公开数据显示，7月18日英伟达总市值已经超过4.2万亿美元，再次刷新历史新高，截至发稿前仍是市值最高的公司。图源：腾讯微证券截图尽管如此，黄仁勋的努力依旧没有停滞。自2025年7月14日开始访华开始，几乎每天都在工作。据公开数据显示黄仁勋先后与小米创始人雷军、阿里云创始人王坚、MiniMAX创始人闫俊杰等人见面，期间还参与了“链博会”开幕式，并接受了多家媒体的采访。","news_type":1,"symbols_score_info":{"81810":0.9,"01810":0.9,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"XIACF":0.9}},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457498667025216,"gmtCreate":1752730818838,"gmtModify":1752731552032,"author":{"id":"4211411675720482","authorId":"4211411675720482","name":"赢颖","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211411675720482","authorIdStr":"4211411675720482"},"themes":[],"htmlText":"可以参与不错的选择 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