Episode Description from the Publisher
7月20日，智谱暴跌19.56%。这是继17日暴跌28.49%、蒸发超2000亿港元之后，智谱又没了1008亿。两个交易日，超3000亿港元市值灰飞烟灭，这相当于跌没了一个二线AI公司的估值。原因是什么？其实，智谱两天的暴跌，表面是情绪踩踏，底层是估值模型的重估。00:01:26 ARR增速叙事，持续性受到质疑00:05:19 稀缺性溢价收窄00:09:38 智谱还值得关注吗？
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Get Free Summaries →
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
Get summaries like this every morning.
Free AI-powered recaps of 虎嗅·商业有味道 and your other favorite podcasts, delivered to your inbox.
Get Free Summaries →
Free forever for up to 3 podcasts. No credit card required.