智通财经APP获悉,由于担忧人工智能(AI)泡沫破裂但同时又对做空该板块持谨慎态度,一些投资者重启了上世纪90年代互联网泡沫时期的经典策略——从被炒作过度的热门AI股票中撤出,转向潜在的“下一波赢家”。这种策略曾帮助部分投资者成功避开数十年前的市场崩盘。在美股屡创新高之际,在这轮AI热潮中受益最大的AI芯片制造商英伟达(NVDA.US)市值已突破4万亿美元。与此同时,专业投资者正在寻找既能参与牛市...
Source Link智通财经APP获悉,由于担忧人工智能(AI)泡沫破裂但同时又对做空该板块持谨慎态度,一些投资者重启了上世纪90年代互联网泡沫时期的经典策略——从被炒作过度的热门AI股票中撤出,转向潜在的“下一波赢家”。这种策略曾帮助部分投资者成功避开数十年前的市场崩盘。在美股屡创新高之际,在这轮AI热潮中受益最大的AI芯片制造商英伟达(NVDA.US)市值已突破4万亿美元。与此同时,专业投资者正在寻找既能参与牛市...
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