OpenAI is negotiating with the U.S. government, Sam Altman tells staff

· · 来源:dev资讯

AI产业投资启示:在“验证真空期”寻找确定性英伟达与传统软件公司当前所面临的困境与隐忧,明确了AI行业正处于“验证真空期”,在此背景下,面对“上游业绩炸裂但估值承压、下游想象空间巨大但盈利真空”的复杂格局,市场投资者已开始调整策略,在不确定性中寻找确定性机会。

Most unexpected was Paramount stock’s jump. Wall Street almost always disdains giant acquisitions on the theory that buyers get too excited about big deals and overpay—and indeed, that’s usually what happens. When the deal gets sealed, the buyer’s stock usually drops, but in this case it rose almost 30%. That’s probably because analysts were pleasantly surprised: They had figured Paramount would need to raise its offer from $30 to $32–$34 a share to vanquish Netflix; instead, Paramount offered just $31 and prevailed.

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