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2026年10月27日 12:33 · CNBC 快讯 · MiniMax-M3

Santoli: We are nearing a now-or-never moment for the AI trade to rebound

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1. 核心事实剥离

事件本质： 原报道一方面援引 Santoli 关于“AI 交易反弹进入不容错过的窗口”的判断，另一方面以 Procter & Gamble 估值超过 Alphabet 作为“婴儿纸胜过 AI”的相对估值案例；真正可交易的变量不是绝对估值水平，而是防御消费与长久期 AI 资产之间的相对定价、资金流和贴现率 regime 是否切换。〔SRC〕〔SRC:"Pampers over AI? Procter & Gamble's

◇ 完整分析

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