AI奢侈品泡沫：65倍溢价的真相

德银最新研报揭示AI模型65倍成本鸿沟，90%日常任务表现相近。从Uber烧光预算到行业转向成本控制，AI正从奢侈品定价走向理性，或引发第二次DeepSeek时刻，重估整个行业价值。

Episode metadata supplied by the publisher feed · Published Jun 21, 2026

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AI奢侈品泡沫：65倍溢价的真相

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