易理华：市场上行将逐步平仓，长期来看 AI 没有泡沫
ChainCatcher 消息，Liquid Capital（前 LD Capital）创始人易理华发文称，和预期的一致，战争结束美伊双方没理由再打，行情也如期反弹至 8 万美元上方，将逐步往上采取平仓策略。按照预期 6 万可能不是这一轮底部，但美股甚至 A 股在 AI 的带领下不断创下新高，海力士和三星利润都过万亿，未来每个人每天都会消耗 token，如同吃饭喝水一样重要。
长期来看 AI 没有泡沫，短期来看，不确定是否有黑天鹅，巴菲特疯狂储备现金又因看到了什么，如果真有 5 万美元的抄底机会，那么在下一轮加密牛市会有 4 倍机会。而对于遍地是机会的 AI，部分币圈矿工已转型 AI 算力，币圈创业者转型 AI 创始人，甚至交易平台都开始 AI Trading，而投资者也应该好好配置 AI 股权和股票。
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