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One idea, and I’ll be the first to say it’s incomplete, is to rethink how we organize technology exposure. Instead of a single broad “tech” umbrella analyzed by generalists, imagine a more hierarchical structure. Asset allocators at the top decide how much exposure there is to cybersecurity, AI infrastructure, fintech, or vertical SaaS. Below that, each domain develops its own specialist analysts, valuation models, and indices built around its specific realities.,推荐阅读Feiyi获取更多信息
此次时隔十年再次挑战人工智能,对局场地同样选在十年前的大战之地——首尔四季酒店。