{"id":50350,"topic":"ai","source":"finance.sina.com.cn","title":"但斌：仍看好人工智能10年牛市 目前只是一个阶段性调整而已 - finance.sina.com.cn","url":"https://finance.sina.cn/stock/jdts/2026-07-30/detail-inikqiye9614043.d.html?oid=800&vt=4&cid=76993&node_id=76993","url_hash":"964d339ebd13dd0bf3da5c58365604c89a22b277","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMisgFBVV95cUxPcG1sM1hHQTBUQWdrWEE0eWh4aW96S0tIdUpsbWVJQXo4U2ZIMjZnODBNOGUwSlM3OXZFZEJDR0xaU0ZzS2N2czRPTFpab1JqVU5JNkpObEQ3TTk0OUxmbXNsVTVJSDZrbU90bnlaWHVLcGcwTVlWVzVXNnU2Qm9Zdmt4Q2tUN2N0a0FfTzVLc0RnWHc3RXJDN0ZBSGdOUU56OXdXczRtZDdteU1HSExybkV3?oc=5\" target=\"_blank\">但斌：仍看好人工智能10年牛市 目前只是一个阶段性调整而已</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">finance.sina.com.cn</font>","content":"但斌：仍看好人工智能10年牛市 目前只是一个阶段性调整而已\n（来源：财闻）\n7月30日，知名私募大佬但斌在社交平台发帖称，“我还是看好人工智能10年牛市，目前只是一个阶段性调整而已。整个逻辑没变，就是涨多了回调一下，我不太相信人工智能3、4年就结束。”针对网友“一些AI硬件行情结束了”的提问，但斌表示，“以海力士为例，4倍的PE，除非还是按强周期行业看，有可能。但如果从强周期变弱周期，就还没有结束。”\n（来源：财闻）\n7月30日，知名私募大佬但斌在社交平台发帖称，“我还是看好人工智能10年牛市，目前只是一个阶段性调整而已。整个逻辑没变，就是涨多了回调一下，我不太相信人工智能3、4年就结束。”针对网友“一些AI硬件行情结束了”的提问，但斌表示，“以海力士为例，4倍的PE，除非还是按强周期行业看，有可能。但如果从强周期变弱周期，就还没有结束。”","image_url":"https://n.sinaimg.cn/spider20260730/500/w645h655/20260730/acce-44fa765ecd83c0c30ee5dbb4772024ea.jpg","lang":"zh","published_at":"2026-07-31T06:08:25+00:00","fetched_at":"2026-07-31T06:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"但斌：仍看好人工智能10年牛市…","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.sina.cn/stock/jdts/2026-07-30/detail-inikqiye9614043.d.html?oid=800&vt=4&cid=76993&node_id=76993","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 375 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":375,"summary_length":16,"usable_text_length":375,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":375,"summary_length":16}},"news_item":{"id":50350,"canonical_url":"https://finance.sina.cn/stock/jdts/2026-07-30/detail-inikqiye9614043.d.html?oid=800&vt=4&cid=76993&node_id=76993","source_url":"https://finance.sina.cn/stock/jdts/2026-07-30/detail-inikqiye9614043.d.html?oid=800&vt=4&cid=76993&node_id=76993","title":"但斌：仍看好人工智能10年牛市 目前只是一个阶段性调整而已 - 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