AI 产业链我们仍然看好,但理由变了
最近市场又兴奋又有点慌。SpaceX 完成了 750 亿美元的超大型 IPO,OpenAI、Anthropic 也被传在为上市做准备。同一时间,Alphabet 计划做 800 亿美元股权融资,Meta 也在张罗新的融资安排。
潮汐投资研报归档 · 从宏观洞察到价值发现,从周期判断到长期视角。
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