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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。
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.
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.
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