AI 美股與 AI 加密貨幣代表了兩種截然不同的投資邏輯,前者是傳統資本對實體科技落地的價值重估,具有業績支撐與高定價權、估值相對理性,但是可能會迎來瓶頸期;後者Web3 對未來去中心化 AI 經濟的超前投機,處於「願景與敘事」階段,缺乏落地,導致波動極大,但是未來有可能打破 Web2 壟斷。
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