一万亿美元投入AI? 高盛报告解析

今天我们来聊一个热得发烫的话题——人工智能，特别是生成式AI。科技巨头们正以前所未有的规模砸下重金，预计未来几年将有超过一万亿美元投入AI相关的基础设施建设，像是数据中心、芯片、还有电力系统。但问题是，除了开发者效率提升这些零星的好消息，我们似乎还没看到这笔巨额投资带来多少实质性的回报。这不禁让人发问：这万亿美元的豪赌，究竟是“物超所值”还是“打了水漂”？高盛最新一期的《Top of Mind》报告就深入探讨了这个问题：“生成式AI：投入太多，收益太少？”

目标价410！大家觉得特斯拉值这个价吗？

摩根大通认为，特斯拉一季度表现远不及预期，其基本面恶化的速度比预期更快，增长故事已经结束；摩根士丹利则认为，尽管一季度盈利遇到困难，但考虑到马斯克已将注意力从DOGE转回特斯拉，公司在自动驾驶和机器人方面取得的进展足以支撑长期估值，大幅上调公司目标价到410美元。【现在大家觉得特斯拉值多少钱？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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Inmoretion
04-02
Inmoretion
确实，最后还是得看ai的实际应用

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