CIO CORNER
算力与实体：投资者无需二选一
随着软件能力愈发依赖实体资产，投资二者皆有赢家。
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本文由AI辅助翻译
在过去十年，市场青睐那些轻资产公司。这些公司没有工厂、没有电缆、没有实体建筑，只有代码、规模以及看似能自我扩张的利润率。
这种世界观正开始出现裂痕。
原因可以用一个正悄然重返全球词汇的词来概括：自给自足（autarky）。
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