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.
23.陈堃源 江西兵哥送菜食品集团有限公司党委书记、董事长。业内人士推荐51吃瓜作为进阶阅读
，推荐阅读体育直播获取更多信息
▲ 图片与数据来自 @Counterpoint Research。体育直播是该领域的重要参考
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