The Business Times
business-time-50
A SMART LOOK AT INVESTING
·
SUBSCRIBERS

SaaS末日论：当恐惧代替思考

google-preferred-sourceAdd BT as a preferred source
    • 作为投资者，我们应当时刻反思：我们的反应是基于已经发生的事实，还是基于我们所恐惧的未来？
    • 作为投资者，我们应当时刻反思：我们的反应是基于已经发生的事实，还是基于我们所恐惧的未来？ 图片：BLOOMBERG

    Chin Hui Leong

    Published Tue, Feb 10, 2026 · 04:41 PM

    本文由AI辅助翻译

    查看原文

    股市似乎犹豫不决。一方面，市场对投入人工智能（AI）基础设施的数千亿美元资金感到担忧。

    像Amazon、Alphabet、Meta Platforms和Microsoft这样的科技巨头，已共同承诺仅在2026年就投入超过6000亿美元的资本支出，这一数字轻松超过了新加坡全年的国内生产总值。

    投资者不禁要问：所有这些支出最终能带来回报吗？

    此翻译对您是否有帮助？

    A smart look at investingSoftwareArtificial Intelligence

    TRENDING NOW

    Longest-serving chief minister Taib Mahmud’s legacy looms large over Sarawak as a family feud over his estate threatens to expose skeleton’s in the eastern state’s political closet.

    On the board but frozen out: The Taib family feud tearing Sarawak construction giant apart

    Senior Minister of State for Digital Development and Information Tan Kiat How said the government is working with partners who have access to Anthropic's Mythos to understand its capabilities.

    MAS convenes bank CEOs over AI cyberthreats; boards told to own risks, not leave to IT teams

    Thailand’s target is to export seven million tonnes of rice globally in 2026, but the Middle East war has turned the world topsy-turvy with supply disruptions, high oil prices and economic uncertainty.

    Thai and Vietnamese farmers may stop planting rice because of the Iran war. Here’s why

    The message was sent with addresses under the carbon copy feature instead of blind carbon copy, meaning that all recipients could see all the other e-mail addresses in the chain. 

    LTA circular to potential EV charger owners reveals hundreds of e-mail addresses under carbon copy feature 

    Latest T-bills Treasury Bills Results & Interest NewsLatest SSB Singapore Savings Bonds NewsLatest COE Certificate of Entitlement News
    Latest Johor-Singapore SEZ NewsLatest BTO Build To Order & Sales of Balance NewsLatest STI Straits Times Index NewsLatest SGX Dividends, Share Price NewsLatest Bonds Market NewsLatest Singapore Stocks To Buy NewsLatest Singapore Economy News
    View More