AI产业投资启示：在“验证真空期”寻找确定性英伟达与传统软件公司当前所面临的困境与隐忧，明确了AI行业正处于“验证真空期”，在此背景下，面对“上游业绩炸裂但估值承压、下游想象空间巨大但盈利真空”的复杂格局，市场投资者已开始调整策略，在不确定性中寻找确定性机会。
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Thomas Clements’ eyes begin dancing as he recalls in vivid detail his first trip to Highbury. It was 1995 and Ian Wright was among the scorers as QPR were defeated. Clements – named after Michael Thomas, scorer of Arsenal’s decisive second goal against Liverpool in their 1989 title decider – points to his dad, Kevin, standing a metre away. “I was sat on his shoulders in the North Bank,” he says.
Eileen Collins with her young daughter Bridget