付鹏又说真话(9月27日)： AI革命，中国比美国慢两拍！

大佬透镜 • September 28, 2025

大佬透镜

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警示：我们在墙内没有开任何频道、视频号、公众号，YouTube是我们唯一的内容发布平台。小心被骗！透视本质，方能自由！这里是《大佬透镜》，我们聚焦经济、金融、投资领域最具影响力的声音；致力于过滤“信息海洋”中的垃圾，挖掘优质内容；用一页PPT解读大咖的深度分析。希望我们的内容能为您的投资决策和人生规划，带来一些启发。 Email：[email protected]

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点击01:45直达付鹏完整版全要素生产率(TFP)：不仅是技术进步，还包括资源配置、生产组织方式、管理创新及制度改革等综合因素；AI作为核心技术，将通过降低成本、提高效率，推动生产关系重塑。资本市场表现：反映全要素生产率变化，其提升带来资本回报增加；美股历史表现与TFP波动高度相关，AI热潮推动了近期美股高估值。 AI的影响：将与传统工业结合，推动“AI+”模式，颠覆企业生产逻辑；基于AI、算力和区块链的新金融体系（如美债挂钩稳定币）正在形成，挑战二战后建立的传统金融秩序。中国AI发展：比美国慢约两个节拍，正加速进入第一阶段（初创向成熟过渡）。投资建议：关注AI产业链成熟企业的利润贡献，而非单纯估值驱动，避免泡沫化风险，审慎选择垂直或通用应用场景。 #中国经济 #投资 #股息 #股票 #经济 #创新 #美股 #港股 #a股 #贷款 #ai #利率 #银行 #国债 #债券 #泡沫 #流动性 #牛市 #nvidia #算力 #gpu

付鹏又说真话(9月27日)： AI革命，中国比美国慢两拍！

大佬透镜

About

Latest Posts

中金[12月15日]：黄金接下来怎么做？2026年美股港股A股如何演进？

张瑜最新：2026年A股资产这么配置，大概率赚钱！稳还是冲？

付鹏最新(2025年7月)：穷人的孩子必须早当家——尽早理解社会与财富流动的逻辑，富人投资要开始看“05后”群体的偏好。

付鹏: 富人跨国套利赚大发，穷人厂里搬砖苦哈哈！如何“通胀挣钱，通缩花钱”？

Video Description

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