人工智能(AI)已经将美股推至历史新高,但高盛近日警告称,一旦AI支出放缓,美股可能会下跌20%。高盛分析师Ryan Hammond在一份研究报告中指出了一项风险:超大规模企业将不可避免地会削减AI支出。“如果长期增长预期回归到2023年初的水平,这意味着标普500指数目前的估值将下降15%至20%。” Hammond写道。AI支出增长或将放缓目前,AI支出仍在全速增长,但Hammond写道,一些...
Source Link人工智能(AI)已经将美股推至历史新高,但高盛近日警告称,一旦AI支出放缓,美股可能会下跌20%。高盛分析师Ryan Hammond在一份研究报告中指出了一项风险:超大规模企业将不可避免地会削减AI支出。“如果长期增长预期回归到2023年初的水平,这意味着标普500指数目前的估值将下降15%至20%。” Hammond写道。AI支出增长或将放缓目前,AI支出仍在全速增长,但Hammond写道,一些...
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