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屠龙之术
First-hand, long-horizon conversations about the internet, technology businesses, organizations, and individual judgment, grounded in real people and industry change.
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Vol.53 中概股价值重估？小心成为站岗的人---with 沈帅波
DeepSeek以开源、低成本、思考过程和联网搜索叠加春节传播，推动中国资产与AI叙事重估，但不少头部中概已在一个多月完成全年收益目标，追高面临回撤风险。AI创业的模型边界开始收敛，产品周期重新可控；与此同时，巨额AI CapEx引发路线之争，一级市场高估值与退出约束压缩了容错率。