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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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    • 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，或只属于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，或只属于重资产的传统工业巨头。 图片来源：PEXELS

    Kelly Chia

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

    本文由AI辅助翻译

    查看原文

    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）。

    此翻译对您是否有帮助？

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