2026年2月28日至3月2日，受中东地区突发地缘事件影响，全球金融市场经历了一场典型的“避险驱动型”资产价格剧烈重估，受供应可能骤然短缺影响，油价飙升，而作为传统避险资产的黄金和美债飙升，而权益市场尤其是亚太科技板块遭遇大幅抛压。该如何看待这次资产震荡？到底是风险还是机遇？我们来剖析一下。
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Anthropic has yet to make a principled case that their efforts are risk-reducing on net. An analysis supporting such a claim would include a quantified estimate of the risk to society they are currently causing, weighed against the risk reduction they estimate from their activities. Anthropic has, to our knowledge, published no such analysis. We suspect that an honest accounting would suggest an unacceptable level of absolute incurred risk.
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