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目前看来这轮AI最大的赢家,不是英伟达或谷歌,而是三星和海力士。 中文EMBA 30班校友Kevin Shao邵建良,用一个“卖水人”的逻辑,拆开了AI热潮背后的资本流向:最先赚到钱的,可能不是淘金者,而是卖铲子、卖水的人。 看懂产业的钱往哪走,是一门全球判断力的必修课。 #新加坡国立大学 #新国大中文EMBA #商学院 #亚洲第一商学院 #中文EMBA #校友分享 #KevinShao #邵建良 #人工智能 #AI浪潮 #资本流向 #产业趋势 #全球判断力 #商业洞察
1:35
目前看来这轮AI最大的赢家,不是英伟达或谷歌,而是三星和海力士。 中文EMBA 30班校友Kevin Shao邵建良,用一个“卖水人”的逻辑,拆开了AI热潮背后的资本流向:最先赚到钱的,可能不是淘金者,而是卖铲子、卖水的人。 看懂产业的钱往哪走,是一门全球判断力的必修课。 #新加坡国立大学 #新国大中文EMBA #商学院 #亚洲第一商学院 #中文EMBA #校友分享 #KevinShao #邵建良 #人工智能 #AI浪潮 #资本流向 #产业趋势 #全球判断力 #商业洞察
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