AI基础设施投资热度回调，市场重新定价中

2026-01-13 12:40:09

【币界】这一年来，AI基础设施概念在二级市场上稳稳被看好。不过现在风向开始转了。那些曾经的明星项目，最近开始受压。交易情绪也跟着变了——从稳健押注，变成了反复波动。这波调整背后，还是市场在重新评估这个赛道的真实价值。别急着all-in，观察观察再说。

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airdrop_huntress

· 01-16 11:48

Good grief, another wave of cutting leeks. Wait, is this really a re-pricing or is it going to drop again? I don't believe it. All-star projects are like this now, definitely need to stay calm and take a look. Going all-in? That's hilarious, I've already learned to be smart. After this wave, some will buy the dip, and some will get caught.

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GateUser-3824aa38

· 01-15 13:32

I'll say it directly, this round of adjustment should have come earlier. How are those hype men for the AI concept doing now?

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ponzi_poet

· 01-15 04:31

Oh no, it's happening again. This time even AI infrastructure can't hold up. The star projects are dropping quite hard. I told you, the hype is unreliable. All-in brothers must be feeling the pain now, haha. Let's wait and see. I have a feeling there will be more back-and-forth for a while. Repricing is a really clever term. Actually, it's just the start of harvesting the leeks.

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ValidatorViking

· 01-13 13:09

ngl, ai infra getting repriced is just network consensus finally kicking in. those moonshot validators that couldn't keep uptime above 95%? yeah, they're getting slashed harder than a failed fork. patience separates the nodes from the noise.

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CrossChainBreather

· 01-13 13:05

I'm already tired of these AI concept hype, and truly valuable projects are scarce. Now it's normal to see adjustments.

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BearMarketSurvivor

· 01-13 12:57

It's about time for an adjustment. Those who hype AI infrastructure should wake up.

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ProtocolRebel

· 01-13 12:48

I've seen it all along, those AI concept stocks are hyped too much, the bubble should burst. --- People who went all-in are probably crying now. I already said not to follow the trend. --- Repricing is a good thing; it finally reveals who truly has technology and who is just harvesting the chives. --- Waiting and watching, wait for the star projects to drop another round before considering getting in. --- Honestly, this round of adjustment is quite healthy; the market needs to cool down. --- Such wild fluctuations? The underlying technology isn't as strong as imagined. --- I don't quite understand why people must go all-in. Isn't steady returns more appealing? --- I just smile and stay silent. Where is the confidence from last year? --- Let's see who can survive until the end. 99% of AI projects might just be cannon fodder. --- After the adjustment, then get in. Right now, you're just the bag holder.

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