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- wynemowynemo
  ·2024-07-11
  美帝之黄昏
  高盛股票研究主管看空“AI泡沫”：可能比当年的互联网泡沫更严重
  美股“七姐妹”获得的数万亿美元市值可能是历史上最大的泡沫。
  高盛股票研究主管看空“AI泡沫”：可能比当年的互联网泡沫更严重
  2,199 评论
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- wynemowynemo
  ·2018-08-15
  $欢聚时代(YY)$ 大清这是💊啊
  3,011 评论
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- wynemowynemo
  ·2017-11-16
  $网易(NTES)$逢高空就是了就算到330也有下来的时候
  3,307 评论
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- wynemowynemo
  ·2017-11-16
  $网易(NTES)$财报几点啊
  6,975 4
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- wynemowynemo
  ·2017-11-09
  $网易(NTES)$空头爸爸再不来轰炸真的要上天台了风好大啊
  5,917 3
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- wynemowynemo
  ·2017-11-09
  $网易(NTES)$还可以涨上天的
  3,432 评论
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- wynemowynemo
  ·2017-11-07
  $网易(NTES)$上天台了做空只剩底裤了
  6,662 4
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- wynemowynemo
  ·2017-11-06
  $网易(NTES)$直接空
  3,012 评论
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- wynemowynemo
  ·2017-09-28
  $网易(NTES)$九阴真经... 多头不死空头不止闷声亏大钱最好
  4,516 2
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- wynemowynemo
  ·2017-09-23
  $陌陌(MOMO)$是进是退这是个问题虽然陌陌金沙网易是我心中的美股黄赌毒完美组合
  4,445 2
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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-10 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛的股票研究主管Jim Covello对当前的AI泡沫非常悲观，他认为这种泡沫可能甚至比上世纪末的互联网泡沫更严重。他指出：开发和运行AI技术的成本非常高，估计大约为1万亿美元。要让这笔投资值得，AI需要解决非常复杂的问题，但AI现在还做不到。像互联网这种颠覆性技术，即使在早期也能用低成本方案取代高成本方案。而AI现在很贵，还不能提供更便宜的替代品。</p><p>Covello怀疑AI的成本能否降到足够低，让大规模自动化变得便宜，因为AI初始成本高，而且关键部件(比如GPU芯片)生产复杂。这种复杂性也可能限制AI领域的竞争。</p><p>麻省理工学院教授Daron Acemoglu对AI也持怀疑态度。他估计，在未来的十年甚至更长时间里，生成式AI技术对美国的生产力和经济增长的推动作用可能会比很多人预期的少。他认为，只有大约四分之一的任务能够通过AI自动化，这意味着AI只会影响不到所有任务的5%。</p><p>AI模型的进步速度不会像许多人想象的那样快或令人印象深刻。他预测AI在未来十年内对经济的实际影响会很有限，AI只会使美国生产力增加0.5%，GDP仅增加0.9%。这会导致投入的数百亿美元可能会被浪费，而且美股“七姐妹”获得的数万亿美元市值可能是历史上最大的泡沫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/269915b66327865944bdfea10bf46d7b","relate_stocks":{"NVDA":"英伟达","AAPL":"苹果","MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122994092","content_text":"高盛的股票研究主管Jim Covello对当前的AI泡沫非常悲观，他认为这种泡沫可能甚至比上世纪末的互联网泡沫更严重。他指出：开发和运行AI技术的成本非常高，估计大约为1万亿美元。要让这笔投资值得，AI需要解决非常复杂的问题，但AI现在还做不到。像互联网这种颠覆性技术，即使在早期也能用低成本方案取代高成本方案。而AI现在很贵，还不能提供更便宜的替代品。Covello怀疑AI的成本能否降到足够低，让大规模自动化变得便宜，因为AI初始成本高，而且关键部件(比如GPU芯片)生产复杂。这种复杂性也可能限制AI领域的竞争。麻省理工学院教授Daron 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