long?term returns useless. Long?term data isn't about old technology—it's about how humans overprice change, how competition compresses margins, and how capital cycles behave. Every revolution felt unprecedented at the time. The winners change, the speed changes, but valuation, risk, and mean reversion don't disappear.
AI is a major technological shift, but that doesn’t make
所有跟帖:
•
是的。我說的變更不隻是AI,更重要是interest rate an'd inflation
-雲起千百度-
♀
(0 bytes)
()
03/16/2026 postreply
12:57:23
•
我一再說過MAG7在未來數年還會是最優秀的企業,但它們的股價未來數年我不覺得會優秀
-雲起千百度-
♀
(0 bytes)
()
03/16/2026 postreply
12:59:51
•
point taken, but I have heard
-pega-
♀
(110 bytes)
()
03/16/2026 postreply
13:59:57
•
未來幾年,還是科技巨頭+AI產業相關的股等,這個是主趨勢
-bogbog-
♀
(0 bytes)
()
03/16/2026 postreply
15:32:54
•
看好科技股,不看好MAG7的股價,LOL
-雲起千百度-
♀
(0 bytes)
()
03/16/2026 postreply
18:15:31
•
10多年前, 蘋果也被認為漲不了多少了,結果還是漲了十幾倍。 接下來依然看好他們的股價
-bogbog-
♀
(0 bytes)
()
03/16/2026 postreply
19:02:53