AI产业投资启示：在“验证真空期”寻找确定性英伟达与传统软件公司当前所面临的困境与隐忧，明确了AI行业正处于“验证真空期”，在此背景下，面对“上游业绩炸裂但估值承压、下游想象空间巨大但盈利真空”的复杂格局，市场投资者已开始调整策略，在不确定性中寻找确定性机会。
For two months, news desks on both sides of the Atlantic have been trawling through the Epstein files, daily releasing sensational details. This one story – now years old – is crushing out many others. The name of Jeffrey Epstein this past week has claimed precedence over Donald Trump, China, Iran and Ukraine. Each night’s BBC television news has demoted Keir Starmer, the NHS, tax reform and student loans. Preference is relentlessly ceded to Epstein, with bit parts for the former prince Andrew, Mandelson, Bill Gates, the Clintons and a galaxy of billionaires and celebrities.
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Lex: FT's flagship investment column。关于这个话题，服务器推荐提供了深入分析
Publication date: 28 February 2026