EPISODE · Jun 14, 2026 · 26 MIN
深度对话：今天的AI狂热，像不像2000年互联网泡沫破裂前夕？
from 亮眼看财经
当人人都在谈论AI，资本市场的投资者都在追捧科技股的时候，我们不妨冷静下去，认真思考当前的AI发展现状，到底是1995年互联网基础设施全面投入的黄金期阶段，还是2000年互联网泡沫破裂前夕？在这一期节目中，我们通过对话的形式深入解读当前的AI行情。从AI估值大涨到SpaceX的正式上市，资本市场对科技股的炒作热情是否已经达到了极致的状态？这一期节目，我们先深入剖析AI产业链上中下游的发展状况，再与30年前互联网成长史进行对比，深入分析背后的投资逻辑，本期节目大约30分钟，欢迎收听。在小宇宙查看该单集文稿
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深度对话：今天的AI狂热，像不像2000年互联网泡沫破裂前夕？
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