AI泡沫疑云下，投资机会还剩多少？

Group 1 - The core viewpoint of the articles emphasizes the resurgence of AI concept stocks in the A-share market, driven by a focus on computing power and applications, particularly in storage solutions like HBM and HBF, which are essential for GPU and AI server upgrades [1] - The investment approach for AI differs from that of the internet, with AI focusing on "to Task" models that enhance task efficiency through multi-model collaboration, contrasting with the internet's "to B" and "to C" models that prioritize user engagement and traffic [1] - The long-term investment strategies highlighted include trend investing, which capitalizes on short-term trends, and value investing, which focuses on the long-term growth of companies [1] Group 2 - For ordinary investors, a shift in mindset and investment methods is crucial, moving away from trend guessing and towards a value investment perspective that emphasizes long-term company growth [2] - A unique value investment formula proposed is: Value Investment ≈ Good Asset + Good Price, indicating that both components are essential for successful investment [2]