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    投资与技术:解析未来趋势与科技投资策略

    32 min
    |
    |
    19 de abr. de 2026
    TechnologyFinanceAI

    当AI不再只是PPT里的幻象,投资者该如何捕捉真实的利润增长?Lena 和 Miles 带你拆解“芯网存”底层逻辑与物理AI新范式,助你在这场价值质变中找准硬核赛道。

    投资与技术:解析未来趋势与科技投资策略

    Melhor citação de 投资与技术:解析未来趋势与科技投资策略

    “

    AI正在从‘概念验证’全面迈向‘价值创造’,现在的逻辑是,谁能把AI塞进具体的业务场景里,谁能真正产生利润,谁才是赢家。

    ”

    Esta aula em áudio foi criada por um membro da comunidade BeFreed

    Pergunta de entrada

    Investment and technology

    Vozes dos apresentadores
    Lenaplay
    Milesplay
    Estilo de aprendizagem
    Profundo
    Fontes de conhecimento
    诺安基金发布2026年科技投资报告
    link
    https://www.cs.com.cn/tzjj/01/2026/04/08/detail_2026040810002361.html
    从“敢”到“燃”:2026年诺安基金科技投资报告发布|诺安基金_新浪财经_新浪网
    link
    https://finance.sina.com.cn/roll/2026-04-09/doc-inhtwnxh1041231.shtml
    德勤:2026年科技趋势报告(英文版)_企业_技术_重构
    link
    https://www.sohu.com/a/987925974_121649707
    深入AI,围绕AI,超越AI——2026投资方向报告|全球经济|贝莱德|私募|2026年全球展望|策略_新浪新闻
    link
    https://k.sina.com.cn/article_7879922977_1d5ae152101901dnok.html?from=finance
    AI重塑科技投资周期!外资机构,最新判断来了|deepseek相关基金|机器人相关基金|AI投资|全球经济|人工智能_新浪新闻
    link
    http://k.sina.com.cn/article_7857201856_1d45362c0019040t1m.html
    SC-IQ:2026年全球半导体资本支出将达2000亿美元,同比增长20%|美元|台积电|全球半导体_新浪科技_新浪网
    link
    https://finance.sina.com.cn/tech/roll/2026-04-08/doc-inhtuyvs2621741.shtml

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    Pontos-chave

    1

    年科技投资的“燃”点与质变

    0:00
    0:46
    1:51
    2:27
    3:03
    3:19
    2

    AI基础设施:芯、网、存的协同进化

    3:41
    4:02
    4:29
    4:49
    5:28
    5:44
    6:11
    6:33
    7:07
    7:23
    3

    物理AI:当模型拥有了肌肉与感知

    7:44
    8:10
    8:40
    8:48
    9:32
    9:44
    10:11
    10:20
    10:54
    14:25
    4

    消失的APP:意图驱动的全新交互范式

    11:18
    11:33
    11:53
    11:56
    12:20
    12:26
    12:46
    13:00
    13:23
    13:32
    14:05
    14:25
    5

    Agentic Wearables:随身携带的数字伙伴

    14:35
    14:54
    15:16
    15:19
    15:44
    15:54
    16:12
    16:20
    16:38
    14:25
    17:18
    6

    语境架构:让AI真正“懂”你的业务

    17:32
    17:52
    18:19
    18:21
    10:54
    19:10
    19:34
    19:54
    20:13
    20:28
    20:50
    7

    AI治理与安全:防范算法的“影子”与“暗面”

    21:09
    21:31
    21:51
    14:25
    22:24
    22:38
    23:11
    23:28
    23:53
    24:02
    24:21
    8

    算力的新边疆:量子计算与异构计算的黎明

    24:28
    24:52
    25:15
    25:27
    25:54
    26:01
    26:20
    26:30
    26:52
    26:57
    27:21
    9

    实操指南:从实验到价值的飞跃

    27:32
    27:47
    28:11
    28:15
    28:33
    14:25
    29:10
    29:30
    29:45
    19:54
    10

    科技投资的长期坚守与未来反思

    30:14
    30:33
    30:52
    31:13
    31:31
    14:25
    31:58

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