换言之，资本是在为未来的增长买单。这种估值逻辑并非孤例。在全球范围内，OpenAI估值一度逼近万亿美元，Anthropic也冲到3800亿美元的高位。在中国市场，纯大模型公司数量有限，具备上市身份的标的更为稀缺，稀缺性带来了溢价。
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Governments have enormous power to accelerate adoption simply through their own purchasing and usage decisions. Public-sector demand can create markets overnight. If even a portion of Europe’s institutional spending flowed toward domestic digital providers, scale would follow — and with it competition, innovation and resilience.
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