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市场既担忧出现人工智能泡沫,又对相关机遇充满期待:泛大西洋投资集团联席总裁如是说There's fear of an AI bubble, but also excitement about opportunities: General Atlantic co-president

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市场一方面担心人工智能领域会出现泡沫,另一方面又对相关机遇充满期待:泛大西洋投资集团联席总裁加布里埃尔·卡约(Gabriel Caillaux)表示,被视为人工智能领域胜者的公司能够获得类似2021年的高估值溢价,而那些被认为容易受到技术颠覆影响的企业则几乎无法吸引投资者的兴趣。

There's fear of an AI bubble, but also excitement about opportunities: General Atlantic co-president General Atlantic Co-President Gabriel Caillaux says companies seen as AI winners command 2021-style valuation premiums, while businesses viewed as vulnerable to disruption can attract almost no investor interest. He adds that AI's rapid revenue growth points to lasting demand, though valuations remain crucial.

他同时指出,人工智能收入的快速增长表明了需求的持续性,不过估值问题仍然至关重要。

4 hours ago