Ma said the AI era had arrived faster than many expected and that society was still unprepared for the scale of change it could bring. While the disruption could be profound, he said, it also offers an opportunity for education to return to its core purpose.
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而溢价并非原罪。创新药的估值从来不是按当期利润定价，而是按未来管线价值折现。但在18A进入“兑现时代”的背景下，溢价意味着更高的兑现压力。资本不再为“可能性”买单，而是为“可验证路径”付费。