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鳳凰衛視PhoenixTV Official
@phoenixtvglobalSubscribers1.1M
Views46.6M
Videos1.9K
Last updated3 hours ago
鳳凰衛視PhoenixTV OfficialPublished at May 28, 2026 at 09:30 PM19:47
金融峰會｜英偉達暴跌70%為何沒“死”？經濟學家付鵬揭AI真相：泡沫之後才有“股王”、現在還只是“上游修路”！2030下游爆發：一場長達20年的財富洗牌正在上演！20260528 #鳳凰衛視
15 days agoLong-tail
鳳凰衛視鳳凰鳳凰衛視資訊台鳳凰衛視中文台凤凰卫视2030 20260528
Published time
May 28, 2026 at 09:30 PM
Duration
19:47
Video type
News & Politics
Channel region
Hong Kong SAR China
Publish Timing Insight
Not enough timing data
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Monetization Insight
No clear monetization tags yet
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Action Suggestion
Watch for sustained growth
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Views
727
Likes
10
Comments
2
Estimated Daily Revenue
$0 - $0.01
Estimated Total Revenue
$0.48 - $2.8
RPM Range
$0.66 - $3.85
1D Views Gain
0
7D Views Gain
0
1D Likes Gain
0
7D Likes Gain
0
1D Comments Gain
0
7D Comments Gain
0
Velocity Score
0%
Topic Cluster
鳳凰衛視
Video Description
“2026鳳凰灣區財經論壇·金融峰會”5月27日在深圳舉行。著名經濟學家付鵬接受鳳凰記者採訪指出，AI產業正處中游“破壞重構”階段，上游確定性已現，下游應用待2030年。他認為二級市場與產業周期高度呼應，上游硬件股從泡沫走向確定性，英偉達等龍頭已呈現“老登股”特徵。中美兩國的AI產業結構本質相似，但所處的產業鏈環節略有不同。黃金長週期上漲已經結束，因為AI帶來的效率提升將使低效率資產失去吸引力。
【精彩節點】
00:00 AI產業現在到底處在哪個周期？
02:05 AI股本益比上萬倍 是泡沫還是正常兌現？
04:50 資金全押AI 其他板塊還有機會嗎？
07:18 A股結構會跟著AI週期徹底改變嗎？
10:21 地緣衝突（霍爾木茲）影響變小 因為市場已經“習慣”？
15:09 中美AI市場的結構性差異在哪？
17:50 “啞鈴型”持倉還有效嗎？
*嘉賓言論不代表鳳凰衛視立場
【鳳凰衛視PhoenixTV Official】/@phoenixtvglobal
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