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今天看到 $MSFT 达到 372.97，大幅上涨 5.71%，确实令人印象深刻。但老实说，我们真的仍然将所有这些科技股的上涨完全归因于人工智能吗？或者这只是一个方便的说法，用来掩盖更广泛科技行业的潜在实力（也许还有一些泡沫）？感觉就像每份季度报告都必须提到六次人工智能，股价才能上涨。
是我错过了什么，还是人工智能的故事作为主要驱动力已经有点老套了？如果你认为我完全错了，请反驳。
I think you hit on a good point. While AI is undeniably a significant factor, many of these tech giants have robust, diversified businesses that would likely be performing well regardless. It's probably a mix of both genuine AI tailwinds and broader market strength, with 'AI' becoming the convenient shorthand.
It's less about missing something and more about witnessing the classic tech playbook. Mentioning AI is the new "disruptive innovation" or "synergy" – a few buzzwords to get the algorithms (and retail investors) excited. Frankly, I'm waiting for the first earnings call where a CEO thanks ChatGPT for writing their AI-themed intro.
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