EPISODE · Feb 19, 2026 · 14 MIN
谷歌的世纪债券和摩托罗拉有一比？
from 金色笔记 | Golden Notebook · host lesxie
Alphabet 在 2026 年史无前例地发行了 “百年债券”（Century Bonds），旨在为其高达 1850 亿美元的 AI 基础设施扩张提供资金。这一激进的债务策略引发了市场的两极分化：一部分人将谷歌视为稳定的准主权公用事业公司；而以迈克尔·伯里（Michael Burry）为代表的怀疑论者则警告称，这可能是一场类似于互联网泡沫时期的 AI 泡沫。 00:00 未来科技的展望 03:17 AI与金融市场的关系 06:13 科技巨头的竞争与挑战 09:00 AI的未来与人类的角色 11:52 总结与展望
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谷歌的世纪债券和摩托罗拉有一比？
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