I actually think the real investment opportunities may only just be beginning!

While everyone is discussing the bursting of the AI bubble, I believe this plunge may be an important turning point in the reshuffling of the AI investment thesis.
On Thursday, the Nasdaq plunged 5.52%, Nvidia fell more than 9%, and AMD fell more than 17%. The market told investors in the most direct way possible: grand narratives alone are no longer enough.
But we also cannot dismiss AI's long-term value because of a single plunge.
Over the next few years, artificial intelligence may still transform industries such as software, manufacturing, healthcare, finance, and enterprise services. The real question is who can turn technological advantages into sustained revenue, and who will fall behind in the face of high capital expenditures.
I am more bullish on three areas: chip leaders with core technological moats, tech giants with vast customer ecosystems, and companies that can achieve real profitability through AI applications.
Further volatility in the short term cannot be ruled out, or even a second round of valuation adjustments. But if corporate earnings have not deteriorated in tandem, the long-term value of high-quality companies is worth continuing to monitor. #美股史诗级抛售 #美股史诗级抛售
AI doesn't need to go up every day. A truly good investment doesn't need to excite you every day, either. The crazier the market gets, the more important it is to stay calm; the more fearful the market gets, the more important it is to see value clearly.