Bubble Skeptic Fires Back: Most S&P 500 Earnings Growth Comes From AI
menhguin · x · 2026-10-30
反驳「AI 是泡沫」的论点（巨额债务、电网约束、需求不足、过度 hype）：发帖人指出标普 500 的盈利增长大部分来自 AI，推理算力已被预订数年，且 AI 公司的 P/E 低于市场平均水平，并称对方从未核实过这些数据。
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