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Storm
@storm.mg · 1 hour

美科技股大跌是AI泡沫破了?游庭皓揭缺少1「關鍵條件」:算力過剩還早

美科技股大跌是AI泡沫破了?游庭皓揭缺少1「關鍵條件」:算力過剩還早
美國科技7巨頭(Magnificent 7)近日紛紛公佈第2季財報。其中Alphabet、Meta等公司自由現金流銳減且大幅增加資本支出,引發市場對人工智慧(AI)投資的相關憂慮。對此,財經作家游庭皓於節目《財經皓角》指出,AI還沒有到泡沫化的時刻。​ 游庭皓表示,當前的心理情緒還未達到AI泡沫化時刻,除此之外,相關的條件也尚未出現。他指出,泡沫指標分別是「技術革命」、「價格...
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