EPISODE · Oct 9, 2025 · 5 MIN
高盛深度研报：AI叙事的五个争论点
from 左兜进右兜
今天分享的是高盛（Goldman Sachs）在 2025 年 10 月 8 日发布的最新全球策略报告，标题是《The 720: Framing the AI Narrative》。这份报告出自高盛的亚太与全球科技研究团队，主题非常直接——在AI泡沫与现实之间，市场真正该关注什么？本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿
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高盛深度研报：AI叙事的五个争论点
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