华尔街警报升温!AI交易是否已“过热”?

金十数据
Oct 15, 2025

华尔街对人工智能交易可能过热的警告声日益高涨。在与AI相关的股票与企业资本开支经历数月的纪录性上涨之后,担忧情绪愈演愈烈,一些人认为这场繁荣开始看起来像泡沫。摩根大通首席执行官戴蒙在周二对记者讲话时强化了谨慎基调,称高企的资产价格是“一个令人担忧的类别”。“当资产价格处于高位时,回落的空间就更大,”戴蒙说,并补充称,尽管消费者仍在消费、公司仍在赚钱,但估值与信用利差仍然偏紧。“你会发现很多资产...

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