Вашингтон Кэпиталз
08:58, 4 марта 2026Экономика
。业内人士推荐51吃瓜作为进阶阅读
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Lex: FT’s flagship investment column
What we call “tech” today isn’t one sector. It’s a collection of deeply specialized domains, each with its own economics and competitive logic. The person qualified to value a cybersecurity company is not the same person qualified to value an AI infrastructure company. But in public markets, the portfolio manager allocating capital across both is often the same person.