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Re: [新聞] 花旗:人工智慧股暴跌才剛開始

看板Stock標題Re: [新聞] 花旗:人工智慧股暴跌才剛開始作者
maxisam
(偽.強者)
時間推噓 6 推:13 噓:7 →:33

來看看AI自己怎麼說
prompt:
pls act as a fund or stock expert, recently stock market is shaking like crazy because AI boom reminds people about dot com boom in 90's and people this AI will have the same track as dot com. How do you think?


OpenAI:

The current AI boom does bear some similarities to the dot-com boom of the late 1990s. Both periods are characterized by rapid technological advancement, high investor enthusiasm, and a surge in stock prices for companies related to the trending technology. However, there are key differences that could influence the trajectory of the AI boom:
1. **Maturity of Technology**: During the dot-com boom, many internet companies were in their infancy, with unproven business models and uncertain revenue streams. In contrast, AI technology today is more mature, with demonstrated applications in various industries and significant investments from established tech giants.
2. **Market Dynamics**: The dot-com boom was fueled by speculative investments in companies with little to no earnings. Today's AI companies often have substantial revenues and more concrete business models. This does not eliminate the risk of overvaluation but suggests a stronger foundation for growth.
3. **Regulation and Oversight**: The regulatory environment has evolved since the 1990s, with more stringent oversight and requirements for financial transparency. This can help mitigate some of the speculative excesses seen during the dot-com era.
4. **Economic Environment**: The macroeconomic conditions today are different. The dot-com boom occurred during a period of economic expansion and low interest rates. While current economic conditions are more complex, central banks and governments are better equipped with tools to manage economic fluctuations.5. **Investor Awareness**: Investors today are more aware of the risks associated with speculative bubbles. The lessons learned from the dot-com crash may help temper some of the irrational exuberance seen in the past.
### Potential Risks
- **Overvaluation**: Some AI companies might be overvalued based on future potential rather than current performance, leading to volatility.
- **Market Corrections**: High valuations can lead to sharp market corrections if earnings do not meet expectations.
- **Technological Hurdles**: AI technology still faces significant technical and ethical challenges, which could impact its adoption and profitability.
### Potential Benefits
- **Productivity Gains**: AI has the potential to drive significant productivity gains across various sectors, leading to long-term economic growth.
- **Innovation**: Continued innovation in AI could lead to the development of new products and services, creating new markets and opportunities.
### Investment Strategy
- **Diversification**: To manage risk, diversify your portfolio across different sectors and asset classes.
- **Due Diligence**: Conduct thorough research on AI companies, focusing on their financial health, business models, and growth prospects.
- **Long-term Perspective**: Consider long-term investments in companies with strong fundamentals and sustainable business models.
While the AI boom shares some characteristics with the dot-com era, it is essential to approach investments with a balanced perspective, acknowledging both the potential and the risks involved.

翻譯by Open AI

當前的人工智慧(AI)熱潮確實與1990年代的網絡泡沫(dot-com boom)有相似之處。這兩個時期都以技術快速進步、高投資者熱情以及相關公司股票價格飆升為特徵。然而,這兩者之間也有一些關鍵差異,可能會影響AI熱潮的發展軌跡:
1. **技術的成熟度**:在網絡泡沫期間,許多互聯網公司還處於初期階段,商業模式未經證實,收入來源不確定。相比之下,今天的AI技術更為成熟,已在各行各業中得到應用,並且得到了大科技公司的大量投資。
2. **市場動態**:網絡泡沫由投機性投資推動,許多公司幾乎沒有收益。今天的AI公司通常有較高的收入和更為具體的商業模式。這並不排除高估值的風險,但表明其增長有更強的基礎。
3. **監管與監督**:自1990年代以來,監管環境已經發展,有了更嚴格的監管和財務透明度要求。這可以幫助減少一些過去的投機過度行為。
4. **經濟環境**:目前的宏觀經濟條件與1990年代不同。網絡泡沫發生在經濟擴張和低利率時期。儘管當前的經濟狀況更為複雜,但中央銀行和政府擁有更多工具來管理經濟波動。
5. **投資者意識**:今天的投資者更了解投機泡沫的風險。從網絡泡沫崩潰中學到的教訓可能會幫助抑制過去的不理性狂熱。
### 潛在風險
- **高估值**:某些AI公司可能基於未來潛力而非當前表現被高估,導致波動。
- **市場修正**:如果收益未達預期,高估值可能導致市場修正。
- **技術障礙**:AI技術仍面臨顯著的技術和道德挑戰,這可能影響其採用和盈利能力。### 潛在收益
- **生產力提升**:AI有潛力在各個行業中推動顯著的生產力提升,從而帶來長期經濟增長。
- **創新**:AI領域的持續創新可能會導致新產品和服務的開發,創造新市場和機會。
### 投資策略
- **多元化**:為了管理風險,將投資組合分散到不同的行業和資產類別。
- **盡職調查**:對AI公司進行全面研究,重點關注其財務健康狀況、商業模式和增長前景。
- **長期視角**:考慮對具有強大基本面和可持續商業模式的公司進行長期投資。
雖然AI熱潮與網絡泡沫時期有一些相似之處,但在投資時需持平衡觀點,承認其中的潛力和風險。




我要是說這篇從小摩XXX分析師寫的 大概也不會有人覺得有問題
更別說這個翻譯了 書商還需要請翻譯嗎?
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Sent from MeowPtt on my Pixel 8 Pro


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※ 編輯: maxisam (114.33.104.61 臺灣), 08/02/2024 02:27:14

pkro12345 08/02 02:33隨便質疑其中一條他就會道歉說你是對的了

maxisam 08/02 02:37那不是重點吧 重點是 你是老闆 你還需要養10個分析

maxisam 08/02 02:37師 還是砍半?你要養10個翻譯 還是養三個就好?

maxisam 08/02 02:41另外 我質疑他了 他沒有道歉喔 直接給我進一步分析

maxisam 08/02 02:41 提供正反兩面

maxisam 08/02 02:43你的想法就是反應一般沒有常接觸AI的人 但是第一波

maxisam 08/02 02:43是產業老闆的接受度 這點跟dot com就不同

wayne121212 08/02 02:52一樓的印象停在3.5時代吧

aegis43210 08/02 02:55你講的這應用,更多人失業,並不是高產值應用,消費

aegis43210 08/02 02:55者要的是像電子商務購物那種殺手級應用

aegis43210 08/02 02:55你看物流創造多少商機和工作機會

maxisam 08/02 03:12我不明白你對於高產值的定義 MS一個qt成長7B 基本

maxisam 08/02 03:12靠AI而這才剛開始

maxisam 08/02 03:20更進一步 這不是僅僅取代翻譯 分析師 連速度都有巨

maxisam 08/02 03:20大的差異 這可以改變多少產業速度 進化多少生產能

maxisam 08/02 03:20力?

aegis43210 08/02 03:30是呀,生產力是上昇了,但有值2000億美元嗎?還是不

aegis43210 08/02 03:30

Merrill 08/02 03:42又瘋了一個

JoeyChen 08/02 03:48這openAI去哪抄的 很厲害捏

lltools 08/02 03:58暴跌? 台灣大媽都要解定存買上去了你沒看到?

afflic 08/02 04:55聽君一席話

afflic 08/02 04:56這就是AI無法取代分析師的原因之一

afflic 08/02 04:56正反都給他講完了,結論是什麼??

afflic 08/02 04:57這跟我預測

afflic 08/02 04:57今天股票不是漲就是跌不然就是平盤

afflic 08/02 04:57有什麼兩樣

ggirls 08/02 04:59會道歉是以前,現在尤其微軟的超級兇,很不客氣。

ert0700 08/02 05:38真心不懂,像這種寫文章的工作快到底能作啥?怎麼看

ert0700 08/02 05:38都是讓人沒工作罷了,經濟要好去哪?

speculator 08/02 06:05https://i.imgur.com/syJsSuw.jpeg 目前看來就正在

speculator 08/02 06:05進行市占率的競爭

speculator 08/02 06:13戰爭時軍火商能不賺錢嗎

fywei 08/02 06:35每次人類進步都有人在幻想人類沒工作的事 zzz

fywei 08/02 06:36是你不想做而已 zzz

afflic 08/02 06:36再差也能用愛發電

tinoooii 08/02 06:38我覺得Google 的也學壞了,兇巴巴

nakinight 08/02 07:58第一個就不對了

ck326 08/02 08:02有人很急,一直壯膽,笑死

zerro7 08/02 08:08說生產力不夠會不會太早下定論 這些設備只能用1年?

zerro7 08/02 08:102000億設備買下來如果幾年內回本後面就是賺的

simo520 08/02 08:21跟元宇宙87%像。各公司都在吹自己有Ai

aegis43210 08/02 08:26是呀,但你會因此每年都花2000億美元買設備嗎?

ll1117 08/02 09:17AI已經學會說謊,人類完了

ookimoo 08/02 10:58每次高點都會有人不認輸

ookimoo 08/02 10:59非常正常習慣就好

ptolemy 08/02 10:59今天的投資者更了解投機泡沫的風險?? 有嗎??

ptolemy 08/02 11:012000台股泡沫離1990大崩盤才10年 人們有學到嗎

josephroyal 08/02 11:08無聊當有趣

shawncarter 08/02 11:11你換個問法他就會給出完全相反的答案了,就跟分析

shawncarter 08/02 11:11師一樣,一下喊多一下喊空

c41231717 08/02 11:39我比較好奇這分析師的文章是不是AI幫他寫的 嘻嘻