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【有片：投資王道】王弼：市場質疑AI變現模式　惟軟件股急跌或反應過度

Future Wealths
Future Wealths
4 2 月, 2026
One Min Read
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美股周二受壓，市場擔心AI編程愈趨成熟將衝擊傳統軟件及SaaS公司。香港奧國經濟學院院長王弼表示，近期美股市場焦點對AI及其背後的盈利模式表示懷疑。他表示，過去已對OpenAI執行力及變現能力持保留態度，而市場由過去憧憬「永動機」交易模式，即資金在相關概念股中不斷左手交右手，到現在開始清醒質疑這是否僅是一場美麗的泡沫。近日NVIDIA（美：NVDA）擬對OpenAI千億美元投資出現變數，引發市場對AI投資熱潮可持續性的質疑。

原文: https://finance.mingpao.com/fin/instantf/20260204/1770192749648/%E3%80%90%E6%9C%89%E7%89%87-%E6%8A%95%E8%B3%87%E7%8E%8B%E9%81%93%E3%80%91%E7%8E%8B%E5%BC%BC-%E5%B8%82%E5%A0%B4%E8%B3%AA%E7%96%91ai%E8%AE%8A%E7%8F%BE%E6%A8%A1%E5%BC%8F-%E6%83%9F%E8%BB%9F%E4%BB%B6%E8%82%A1%E6%80%A5%E8%B7%8C%E6%88%96%E5%8F%8D%E6%87%89%E9%81%8E%E5%BA%A6%22%20target=%22blank

Last Update: 4 2 月, 2026

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