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ЦРУ поставит оружие курдским отрядам для боевых действий против Ирана08:32
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I asked Apple to comment on the pricing structure of Ultra in the Watch lineup. It wouldn't. The company did, however, send a quote from Eugene Kim, Apple’s vice president of Apple Watch Hardware Engineering: “Apple Watch Ultra is our most advanced Apple Watch, designed to take users from sports and adventure to the rest of their life, and help them stay active, healthy, connected, and safe, wherever they are.” If Eugene said these words out loud, rather than having them written for him, I'll eat my hat.
这种狂热并非全无逻辑。以海外标杆 Anthropic 为例，其 ARR（年度经常性收入）从 2023 年的 1 亿美元暴涨至 2026 年 2 月的 140 亿美元，支撑起了 3800 亿美元的最新估值，对应 27 倍的动态市销率（PS）。国内的一线创企在技术上已经实现了对海外的紧密追赶，资本市场愿意给予几百倍的超高 PS，本质上是买单其未来三年十倍以上的营收增长预期。