比尔·盖茨警示AI泡沫：部分高估值公司或难逃“超级竞争”淘汰赛

ITBEAR科技资讯12-11

比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的"白热化竞争"中可能遭遇重大挫折，建议投资者审慎评估市场风险。"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破...

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王炸女神
12-11
王炸女神
做空或嫉妒且蒙蔽了良知，还是萝莉岛去多了思考也萝莉了！ AI用于颠覆性改善人类的交通出行和驾驶安全，怎么就不是人类的重要需求了？怎么就不是重大的价值了？！反倒是软件公司全凭版权赚钱的，你开放版权开源试试， A I分分钟写出更好的代码？有产能瓶颈吗？还是需要技术突破！这不是他做空赚钱这点事儿，而是混淆视听，试图影响人类向前的脚步！如果盖茨真这么偏颇，那只能说他脑袋秀逗了；否则就是故意的
T111240
12-11
T111240
记住了，他做空特斯拉亏了上百亿美元

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round","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":0.9},"content_text":"比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。\"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破进入平台期后，市场将经历残酷的洗牌过程。数据显示，部分科技企业的财务指标已出现显著偏离。以数据分析公司Palantir和电动汽车巨头特斯拉为例，其市盈率分别达到215倍和203倍，而同期标普500指数成分股的平均市盈率仅为25倍左右。这种悬殊的估值差异，正在引发市场对泡沫化的广泛讨论。全球资本市场已开始显现调整迹象。11月全球主要股指集体回落，纳斯达克科技指数单月跌幅达5.6%。盖茨分析认为，这种波动本质上是对前期非理性繁荣的修正，特别是那些缺乏核心技术壁垒的企业，其估值泡沫破裂的风险正在累积。尽管对短期风险保持警惕，这位科技巨头创始人仍对AI技术发展持坚定乐观态度。他详细列举了医疗诊断、个性化教育、精准农业等应用场景，认为这些领域将因AI技术产生革命性突破。\"当技术真正解决人类重大挑战时，其创造的价值将远超当前市场想象。\"盖茨特别强调，投资者应区分技术前景与公司估值，避免将两者混为一谈。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":509653284041160,"gmtCreate":1765465014149,"gmtModify":1765465018177,"author":{"id":"3548665181418139","authorId":"3548665181418139","name":"王炸女神","avatar":"https://static.tigerbbs.com/9a680106e60d4cdced54bd0f61f1cc44","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3548665181418139","authorIdStr":"3548665181418139"},"htmlText":"做空或嫉妒且蒙蔽了良知， 还是萝莉岛去多了思考也萝莉了！&nbsp; &nbsp;AI用于颠覆性改善人类的交通出行和驾驶安全， 怎么就不是人类的重要需求了？怎么就不是重大的价值了？！ 反倒是软件公司全凭版权赚钱的， 你开放版权 开源试试， A I分分钟写出更好的代码？ 有产能瓶颈吗？还是需要技术突破！ 这不是他做空赚钱这点事儿， 而是混淆视听， 试图影响人类向前的脚步！ 如果盖茨真这么偏颇， 那只能说他脑袋秀逗了；否则就是故意的","listText":"做空或嫉妒且蒙蔽了良知， 还是萝莉岛去多了思考也萝莉了！&nbsp; &nbsp;AI用于颠覆性改善人类的交通出行和驾驶安全， 怎么就不是人类的重要需求了？怎么就不是重大的价值了？！ 反倒是软件公司全凭版权赚钱的， 你开放版权 开源试试， A I分分钟写出更好的代码？ 有产能瓶颈吗？还是需要技术突破！ 这不是他做空赚钱这点事儿， 而是混淆视听， 试图影响人类向前的脚步！ 如果盖茨真这么偏颇， 那只能说他脑袋秀逗了；否则就是故意的","text":"做空或嫉妒且蒙蔽了良知， 还是萝莉岛去多了思考也萝莉了！ AI用于颠覆性改善人类的交通出行和驾驶安全， 怎么就不是人类的重要需求了？怎么就不是重大的价值了？！ 反倒是软件公司全凭版权赚钱的， 你开放版权 开源试试， A I分分钟写出更好的代码？ 有产能瓶颈吗？还是需要技术突破！ 这不是他做空赚钱这点事儿， 而是混淆视听， 试图影响人类向前的脚步！ 如果盖茨真这么偏颇， 那只能说他脑袋秀逗了；否则就是故意的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509653284041160","repostId":2590560306,"repostType":2,"repost":{"id":"2590560306","kind":"news","pubTimestamp":1765436015,"share":"https://www.laohu8.com/m/news/2590560306?lang=zh_CN&edition=full","pubTime":"2025-12-11 14:53","market":"us","language":"zh","title":"比尔·盖茨警示AI泡沫：部分高估值公司或难逃“超级竞争”淘汰赛","url":"https://stock-news.laohu8.com/highlight/detail?id=2590560306","media":"ITBEAR科技资讯","summary":"比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。\"盖茨特别强调，投资者应区分技术前景与公司估值，避免将两者混为一谈。","content":"<html><body><article><p>比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。</p><p>\"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破进入平台期后，市场将经历残酷的洗牌过程。</p><p>数据显示，部分科技企业的财务指标已出现显著偏离。以数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和电动汽车巨头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>为例，其市盈率分别达到215倍和203倍，而同期<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股的平均市盈率仅为25倍左右。这种悬殊的估值差异，正在引发市场对泡沫化的广泛讨论。</p><p>全球资本市场已开始显现调整迹象。11月全球主要股指集体回落，纳斯达克科技指数单月跌幅达5.6%。盖茨分析认为，这种波动本质上是对前期非理性繁荣的修正，特别是那些缺乏核心技术壁垒的企业，其估值泡沫破裂的风险正在累积。</p><p>尽管对短期风险保持警惕，这位科技巨头创始人仍对AI技术发展持坚定乐观态度。他详细列举了医疗诊断、个性化教育、精准农业等应用场景，认为这些领域将因AI技术产生革命性突破。\"当技术真正解决人类重大挑战时，其创造的价值将远超当前市场想象。\"盖茨特别强调，投资者应区分技术前景与公司估值，避免将两者混为一谈。</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>比尔·盖茨警示AI泡沫：部分高估值公司或难逃“超级竞争”淘汰赛</title>\n<style 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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比尔·盖茨警示AI泡沫：部分高估值公司或难逃“超级竞争”淘汰赛\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-11 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211150948979c3f1d&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。\"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211150948979c3f1d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1914381329.SGD":"Allianz Best 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211150948979c3f1d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2590560306","content_text":"比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。\"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破进入平台期后，市场将经历残酷的洗牌过程。数据显示，部分科技企业的财务指标已出现显著偏离。以数据分析公司Palantir和电动汽车巨头特斯拉为例，其市盈率分别达到215倍和203倍，而同期标普500指数成分股的平均市盈率仅为25倍左右。这种悬殊的估值差异，正在引发市场对泡沫化的广泛讨论。全球资本市场已开始显现调整迹象。11月全球主要股指集体回落，纳斯达克科技指数单月跌幅达5.6%。盖茨分析认为，这种波动本质上是对前期非理性繁荣的修正，特别是那些缺乏核心技术壁垒的企业，其估值泡沫破裂的风险正在累积。尽管对短期风险保持警惕，这位科技巨头创始人仍对AI技术发展持坚定乐观态度。他详细列举了医疗诊断、个性化教育、精准农业等应用场景，认为这些领域将因AI技术产生革命性突破。\"当技术真正解决人类重大挑战时，其创造的价值将远超当前市场想象。\"盖茨特别强调，投资者应区分技术前景与公司估值，避免将两者混为一谈。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":509649668694776,"gmtCreate":1765464227040,"gmtModify":1765464229731,"author":{"id":"3519254194891755","authorId":"3519254194891755","name":"T111240","avatar":"https://static.tigerbbs.com/2247fe6dcaef36d3524bf1e69928a257","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3519254194891755","authorIdStr":"3519254194891755"},"htmlText":"记住了，他做空特斯拉亏了上百亿美元","listText":"记住了，他做空特斯拉亏了上百亿美元","text":"记住了，他做空特斯拉亏了上百亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509649668694776","repostId":2590560306,"repostType":2,"repost":{"id":"2590560306","kind":"news","pubTimestamp":1765436015,"share":"https://www.laohu8.com/m/news/2590560306?lang=zh_CN&edition=full","pubTime":"2025-12-11 14:53","market":"us","language":"zh","title":"比尔·盖茨警示AI泡沫：部分高估值公司或难逃“超级竞争”淘汰赛","url":"https://stock-news.laohu8.com/highlight/detail?id=2590560306","media":"ITBEAR科技资讯","summary":"比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。\"盖茨特别强调，投资者应区分技术前景与公司估值，避免将两者混为一谈。","content":"<html><body><article><p>比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。</p><p>\"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破进入平台期后，市场将经历残酷的洗牌过程。</p><p>数据显示，部分科技企业的财务指标已出现显著偏离。以数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>和电动汽车巨头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>为例，其市盈率分别达到215倍和203倍，而同期<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股的平均市盈率仅为25倍左右。这种悬殊的估值差异，正在引发市场对泡沫化的广泛讨论。</p><p>全球资本市场已开始显现调整迹象。11月全球主要股指集体回落，纳斯达克科技指数单月跌幅达5.6%。盖茨分析认为，这种波动本质上是对前期非理性繁荣的修正，特别是那些缺乏核心技术壁垒的企业，其估值泡沫破裂的风险正在累积。</p><p>尽管对短期风险保持警惕，这位科技巨头创始人仍对AI技术发展持坚定乐观态度。他详细列举了医疗诊断、个性化教育、精准农业等应用场景，认为这些领域将因AI技术产生革命性突破。\"当技术真正解决人类重大挑战时，其创造的价值将远超当前市场想象。\"盖茨特别强调，投资者应区分技术前景与公司估值，避免将两者混为一谈。</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>比尔·盖茨警示AI泡沫：部分高估值公司或难逃“超级竞争”淘汰赛</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211150948979c3f1d&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。\"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211150948979c3f1d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1914381329.SGD":"Allianz Best 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211150948979c3f1d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2590560306","content_text":"比尔·盖茨在近期接受CNBC专访时，就人工智能行业估值问题发表了独到见解。他直言不讳地指出，当前部分AI企业估值已脱离合理区间，这类公司在即将到来的\"白热化竞争\"中可能遭遇重大挫折，建议投资者审慎评估市场风险。\"人工智能无疑是改变人类文明进程的关键技术，但这不意味着所有高估值企业都能存活。\"盖茨强调，当前行业估值体系存在明显扭曲现象，某些公司的资本定价已远超其实际价值支撑。他特别提到，当技术突破进入平台期后，市场将经历残酷的洗牌过程。数据显示，部分科技企业的财务指标已出现显著偏离。以数据分析公司Palantir和电动汽车巨头特斯拉为例，其市盈率分别达到215倍和203倍，而同期标普500指数成分股的平均市盈率仅为25倍左右。这种悬殊的估值差异，正在引发市场对泡沫化的广泛讨论。全球资本市场已开始显现调整迹象。11月全球主要股指集体回落，纳斯达克科技指数单月跌幅达5.6%。盖茨分析认为，这种波动本质上是对前期非理性繁荣的修正，特别是那些缺乏核心技术壁垒的企业，其估值泡沫破裂的风险正在累积。尽管对短期风险保持警惕，这位科技巨头创始人仍对AI技术发展持坚定乐观态度。他详细列举了医疗诊断、个性化教育、精准农业等应用场景，认为这些领域将因AI技术产生革命性突破。\"当技术真正解决人类重大挑战时，其创造的价值将远超当前市场想象。\"盖茨特别强调，投资者应区分技术前景与公司估值，避免将两者混为一谈。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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