AI马上泡沫破裂？未来三年最推荐的ai投资组合｜普通人吃到时代红利的「唯一路径」
Published August 29, 2026
This video has 2.12K views and 128 likes, ranking #2,041,631 globally among tracked YouTube videos by view count.
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2,119
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128
Comments
3
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AI是泡沫还是下一轮主升浪，这事吵了两年也没吵明白。 木哥这期不吵了，直接给一支温度计。 先讲一个一百多年前的故事。 1882年电力刚出来的时候，电当然是真的，可按英格兰银行后来引用的一组研究，从1882年电气狂热见顶算起，相关上市公司样本的平均股价，到1884年最多跌掉了大约93%。技术是真的，跟今天这个价格能不能闭眼买，从来是两件事。 所以这期把整个AI泡沫压缩成三根温度柱： 公开市场的指数在什么位置、 一级市场的估值倍数烧到了几度、 好消息还救不救得动价格。 三根柱子怎么读、现在各自亮什么灯、亮几根红就做几分防守， 全都做成了一张表。 后半段是木哥的AI终局组合，以及准备动手的价格。 最后一件事，也是这期最重要的一件。…
- Published
- August 29, 2026
- Made for kids
- No
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