策略掌门人🔶 BNB|Jul 28, 2026 11:44
The past two years, the market has been asking: Will AI change the world?
Now, the question has shifted to: Can AI make enough money?
With this week's Fed meeting and tech giants' earnings reports rolling out, the market is starting to reassess AI's capital expenditures.
Chips, data centers, electricity, cloud computing...
The investments are getting bigger and bigger, but what investors truly care about is:
When will these investments turn into profits?
Short-term fluctuations won’t change long-term trends.
Real opportunities often emerge when the market starts to doubt.
What do you think—Is AI bursting a bubble right now, or creating the next wave of long-term opportunities?
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