刘央:当耐心资本遇上AI革命与战争

西京研究院
25 Oct 2024

本文作者:刘央  西京投资主席兼投资总监耐心资本的价值在于穿越周期,而穿越周期需要经得起惊涛骇浪。当今世界,在资本市场掀起惊涛骇浪的是科技革命和战争。耐心资本要用长期的配置勇气对赌AI革命和第三次世界大战带来的风险和机遇—这是百年一遇的战略性机遇。一、历史在加速,第三次世界大战已经拉开序幕与投机资本、交易资本相比,耐心资本必须要有更宏大的格局和更宽广的视野,站在科技和战争的百年大周期去思考。我们说...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10