The current market environment is surprisingly similar to that of 1995. The perspective of technological development is very similar.

(Internet technology revolution, AI technology revolution)

The same is true for the financial market. The macro environment is similar (just experienced a rapid interest rate hike and a soft landing.)

How will the market develop after 1995? How will the Internet change the stock market? Is there anything to learn from the market of that year?

Companies that may benefit from the market of that year.

Whoever rises first will benefit first. Cisco was the first to rise that year, and it also had absolute technological advantages among Internet hardware companies. The stock price rose 3 times in 1995. It is very similar to the current Nvidia.

The companies that rose the most were the Internet application layer companies.

Competition intensified and users left. Companies slashed prices and profits fell.

The overall market in 1995 was still in a rational stage, which means that it is also in a rational stage now, and there has been no bubble.

Bubbles are not continuously inflated.

In the early days of the Internet concept, investors' doubts were greater than their excitement.

Good companies are all carrying the burden of countless doubts. Mistakes will also be punished. Early optimism is easily punctured. So it is very much like the current AI concept. After the big rise, they must have actual performance to meet the expectations of investors. Investors who want to deploy AI beneficiary stocks in advance need to have a certain long-term vision and sufficient risk tolerance. In the early days of technological development, companies that deploy application layers have the highest risk. Application layer companies have risen the most, and they also fall the most. Short-term speculation: Application layer companies are the best choice, because they do have extremely strong explosive power and can bring you growth that changes your destiny. There is also a risk of zeroing out. There is a high probability that they will not bring long-term returns. Long-term investment: Large technology companies are still the best choice. There are still many opportunities that AI can bring, and there is still a lot of room for growth. It may be too early to talk about the bursting of the bubble now. There are no real AI application layer companies yet. So we can expect that AI will bring huge room for growth in the market in the future.

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