“AI十大巨头”现在占据了标普500指数的约41%，与#tech and telecom stocks during the Dot-Com bubble in 2000. That does not automatically mean #AI曾达到的集中峰值相匹配。AI是泡沫。然而，历史显示，当一个主题变得如此主导时，市场会变得危险地依赖于少数几个赢家。Nifty Fifty在1970年代达到接近40%的峰值。日本在1980年代末期占据了全球市场的44%。#Tech hit 41% in 2000. All three were followed by painful unwind periods. #加密货币
❓ #AI股票集中度刚刚达到互联网泡沫水平
“AI十大巨头”现在占据了标普500指数的约41%，与#tech and telecom stocks during the Dot-Com bubble in 2000. That does not automatically mean #AI曾达到的集中峰值相匹配。AI是泡沫。然而，历史显示，当一个主题变得如此主导时，市场会变得危险地依赖于少数几个赢家。Nifty Fifty在1970年代达到接近40%的峰值。日本在1980年代末期占据了全球市场的44%。#Tech hit 41% in 2000. All three were followed by painful unwind periods. #加密货币