long?term returns useless. Long?term data isn't about old technology—it's about how humans overprice change, how competition compresses margins, and how capital cycles behave. Every revolution felt unprecedented at the time. The winners change, the speed changes, but valuation, risk, and mean reversion don't disappear.
AI is a major technological shift, but that doesn’t make
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是的。我说的变更不只是AI,更重要是interest rate an'd inflation
-云起千百度-
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03/16/2026 postreply
12:57:23
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我一再说过MAG7在未来数年还会是最优秀的企业,但它们的股价未来数年我不觉得会优秀
-云起千百度-
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03/16/2026 postreply
12:59:51
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point taken, but I have heard
-pega-
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03/16/2026 postreply
13:59:57
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未来几年,还是科技巨头+AI产业相关的股等,这个是主趋势
-bogbog-
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03/16/2026 postreply
15:32:54
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看好科技股,不看好MAG7的股价,LOL
-云起千百度-
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03/16/2026 postreply
18:15:31
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10多年前, 苹果也被认为涨不了多少了,结果还是涨了十几倍。 接下来依然看好他们的股价
-bogbog-
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03/16/2026 postreply
19:02:53