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，以及美联储减息周期下美元疲弱与实际利率下跌有利金价。责任编辑：史丽君

　　我一直相信AI改变世界，AI是本轮牛市主线，AI确实也在快速变革发展中，　　但我认为：面对本轮AI牛，投资者不能醉。 　　　　再大的产业变革依然符合牛市定律：醉者买单。 　　　　举个例子：美国科技巨头赚钱（含省钱）与砸钱的高增速在支撑与驱动美股乃至全球科技股牛市（下游AI Agent和AI云计算等与上游AI硬件基建链等业绩高增长=AI牛有硅基经济基本面支撑）； 　　　　但硅基经济体量上去后，未

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