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AI叙事未变,但中期调整也会让你夜不能寐今天科技股暴跌，是预料得到的。现在AI全球共振，都要看美国、韩国巨头的涨跌，国内给反馈。4月以来已经涨了不少了，叠加世界杯的资金外流，预期内的调整总会发生。但是AI故事还是没变，尤其是故事的最后一环AI应用，Anthropic亮眼的财报，应用端的故事已经圆上。现在顶尖公司都在发放token让员工用，我能见到的公司的所有岗位，已经离不开vibe coding了，谁还在用旧的方式工作，很快就会被淘汰。AI后续一定有延续，虽然这样，牛市的中期的调整也很恐怖，三月的伤疤应该还在吧。
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