英国央行刊发《All in芯片!AI相关资产估值崩塌是否会引发金融稳定性后果?》一文。文章称,“人工智能(AI)股票”在美国股指市值中所占的份额越来越大。这些公司的估值倍数往往意味着未来盈利增长预期较高。这两个事实已将一些美国股指的估值倍数推至互联网泡沫顶峰时的水平。虽然人工智能可能产生变革性的经济影响,这可能证明这些估值是合理的,但多种因素使这一结果变得不确定。此外,支持人工智能模型训练和推理的...
Source Link英国央行刊发《All in芯片!AI相关资产估值崩塌是否会引发金融稳定性后果?》一文。文章称,“人工智能(AI)股票”在美国股指市值中所占的份额越来越大。这些公司的估值倍数往往意味着未来盈利增长预期较高。这两个事实已将一些美国股指的估值倍数推至互联网泡沫顶峰时的水平。虽然人工智能可能产生变革性的经济影响,这可能证明这些估值是合理的,但多种因素使这一结果变得不确定。此外,支持人工智能模型训练和推理的...
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