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算力与实体：对投资者而言，并非二元选择

随着软件能力愈发依赖实体资产，双方都将涌现赢家

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    • 作者表示，构建投资组合时不应认为未来只属于轻资产的数字冠军或重资产的传统工业巨头。
    • 作者表示，构建投资组合时不应认为未来只属于轻资产的数字冠军或重资产的传统工业巨头。 图片：PEXELS

    Kelly Chia

    Published Tue, Apr 28, 2026 · 03:58 PM

    本文由AI辅助翻译

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    在过去十年里，市场钟情于轻装上阵的公司。没有工厂，没有电缆，没有实体资产。只有代码、规模和似乎能自我扩张的利润率。

    这种世界观正开始出现裂痕。

    原因可以用一个词来概括，这个词正悄然重返全球词汇：自给自足（autarky）。

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