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At line 43 added 2 lines
!!当前宏观经济的定性分析
1、全球范围内的经济结构呈现两极分化,意味着已经经济危机的经济基础结构了
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2、由于核恐怖平衡,这个系统性经济危机的风险,并没有释放
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3、以AI为代表的先进生产力,本质上是加剧这个分化
4、所以从宏观来看,必然有一次股灾。
!!美股分析
1、以AI概念占40%的比重
2、这轮AI投资的核心问题是,投入产出比不成比例,模型的底层技术问题,阻碍了模型产生预期的投资收益
3、即使AI产生了巨大经济收益,本质也是加剧经济结构的两极分化
Version Date Modified Size Author Changes ... Change note
50 03-Apr-2026 12:07 3.848 kB 14.153.69.254 to previous
49 25-Mar-2026 10:06 3.645 kB 14.155.120.160 to previous | to last
48 25-Mar-2026 10:05 3.641 kB 14.155.120.160 to previous | to last
47 24-Mar-2026 14:39 3.504 kB 14.155.120.160 to previous | to last
46 24-Mar-2026 14:33 3.456 kB 14.155.120.160 to previous | to last
45 24-Mar-2026 14:27 3.449 kB 14.155.120.160 to previous | to last
44 16-Mar-2026 12:05 3.425 kB 14.153.60.24 to previous | to last
43 16-Mar-2026 12:03 3.37 kB 14.153.60.24 to previous | to last
42 16-Mar-2026 11:45 3.37 kB 14.153.60.24 to previous | to last
41 16-Mar-2026 11:45 3.368 kB 14.153.60.24 to previous | to last
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