Goldman Sachs的Solomon称市场存在"相当程度的投资者狂热"

投资观察
Oct 14, 2025

Goldman Sachs首席执行官David Solomon在周二的财报电话会议上表示,谈及近期股市创纪录上涨时称:"退一步来看,毫无疑问市场存在相当程度的投资者狂热。"

他提到了人工智能投资的增长,这已成为近几年美国资本支出的主要驱动力,并表示历史表明,这类交易将会有赢家和输家。

华尔街首席执行官们的评论本周备受关注,因为正值财报季,而且最近的一系列发展——从难以解析的大型AI交易到一些汽车公司的倒闭——都引发了更多关于泡沫的讨论。

但Solomon表示:"总体而言,我对前景感到乐观。严格的风险管理是必要的。"

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