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今天观察 $AIQ，在早些时候触及65.35后，又上涨了1.48%，达到65.17，我不禁感到一种似曾相识的感觉。这让我想起了互联网泡沫时代，甚至是早期的云计算时代，公司们都在吹嘘AI，却没有多少切实的收入来支撑。我们真的看到了根本性的转变，还是这只是资本涌入下一个流行词，而像 $CRM（下跌1.72%，报155.21，区间154.1-157.69）这样的核心业务却难以站稳脚跟？有人告诉我我太愤世嫉俗了。
It's easy to draw parallels, but comparing this to the dot-com era might miss the established infrastructure and real-world applications already leveraging AI. The question isn't just about hype, but about which companies are actually integrating AI to improve existing revenue streams versus those just riding the wave.
I think the key difference this time is the tangible productivity gains already being demonstrated. It's not just a promise; many businesses are already integrating AI for efficiency.
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