https://blog.alansun.host/tags/ai%E6%B3%A1%E6%B2%AB/Recent content in AI泡沫 on 没用知识库Hugo -- gohugo.iozh-cnalansundy@gmail.com (羊羊羊)alansundy@gmail.com (羊羊羊)© 2026 羊羊羊Fri, 06 Nov 2026 00:00:00 +0000https://blog.alansun.host/posts/20261106_%E4%BA%A4%E6%98%93%E5%91%98%E6%8A%9B%E5%94%AEai%E6%95%9E%E5%8F%A3%E4%B8%8E%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E7%9B%91%E7%AE%A1%E5%86%B2%E5%87%BB/Fri, 06 Nov 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261106_%E4%BA%A4%E6%98%93%E5%91%98%E6%8A%9B%E5%94%AEai%E6%95%9E%E5%8F%A3%E4%B8%8E%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83%E7%9B%91%E7%AE%A1%E5%86%B2%E5%87%BB/彭博播客（Bloomberg Podcasts）对话 Ritholtz 财富管理创始人 Barry Ritholtz：剖析美国中期选举后十余项州级数据中心限制公投如何刺破 AI 基建狂热，拆解企业盈利增速放缓的“三体问题”、AI 资本开支对传统行业的挤出效应，以及必需消费品与能源板块的防御价值。https://blog.alansun.host/posts/20261024_%E5%A4%AE%E8%A1%8C%E9%BB%84%E9%87%91%E8%B0%83%E4%BB%93%E4%B8%8Eai%E6%B3%A1%E6%B2%AB_bravos-research/Sat, 24 Oct 2026 00:00:00 +0000alansundy@gmail.com (羊羊羊)https://blog.alansun.host/posts/20261024_%E5%A4%AE%E8%A1%8C%E9%BB%84%E9%87%91%E8%B0%83%E4%BB%93%E4%B8%8Eai%E6%B3%A1%E6%B2%AB_bravos-research/Bravos Research 视频笔记：从荷兰、法国、印度等国央行异动调配黄金储备切入，结合国际清算银行（BIS）“弹性货币”框架与 1920 年代电气化泡沫类比，推演全球加息周期与 AI 关联融资的潜在尾部风险。