AI 最大的缺点是产出高成本高，消费低甚至是零。想到老满之前说的危机之狼今年四季度或者明年一季度要咬上来再叠加 AI 泡...

贾雨村

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hex

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nevent

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Kind-1 (TextNote)

2026-06-06T02:41:50Z

↳ 回复 87e02be9... (npub1slszh6dw8z28g23lahdzu6envadkg2qqvvat33avrgcx7yr6eqwq3jhazx)

互联网泡沫破灭前很多迹象确实和当下很像，但是底层基本面有明显差别，一个确实有业绩支撑，一个没有。 我不支持破灭论，偏向会有深蹲回调，进二退一才是科技落地糅合人性走出的大概率趋势。

AI 最大的缺点是产出高成本高，消费低甚至是零。想到老满之前说的危机之狼今年四季度或者明年一季度要咬上来再叠加 AI 泡沫，场面不敢想啊。

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