投研论股
06-26
$群核科技(00068)$
看到阿里那个HappyOyster和高德ABot排名榜首,感觉物理AI这块确实有东西,世界模型这块以后肯定是兵家必争之地
AI泡沫论!美股现在的估值,合理吗?
近日亚马逊CEO贝佐斯接受访谈,表示:AI就算是泡沫,也是好泡沫! 美股当前,特别是科技板块,七巨头的估值水平远高于市场平均——eg. $英伟达(NVDA)$ 的P/E 52.66, $特斯拉(TSLA)$ 的P/E是 250+……【大家觉得美股现在估值合理吗?你愿意为谁的估值买单?】
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巴山新雨
06-27
巴山新雨
感觉你是要当年上市,当年退市的走势?
什么也没有了~
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