「AI不是泡沫,但AI概念股們的股價大部分都已經是泡沫。」
這些話則是今年上半年個人一直警示的主軸。
由輝達NVIDIA去年5月第一季財報公告為始,到美超微SMCI妖股化後,股價到目前為止的大腿斬。
黃仁勳、梁見後這兩位好朋友的「五告水」、「我都會跟著你」。是否讓市場做了一場美好的黃粱一夢?
讓我們先認真來談談這個幾年、甚至幾十年後,必定還是會往回看的議題:
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