美股AI浪潮已至泡沫前夜?华尔街复制90年代剧本,欲“金蝉脱壳”

金十数据
Oct 24

随着美国股市接连创下历史新高,人工智能芯片制造商英伟达(NVDA)的估值已飙升至4万亿美元以上,专业投资者一直在想方设法,试图在享受牛市红利的同时,避免承担过度风险。一些人将目光投向了90年代的互联网热潮,那股浪潮从初创公司蔓延至电信和科技行业。当时,对冲基金的玩法是,在估值过高的股票见顶前抛售,并选择其他仍有上涨空间的股票,从而成功驾驭了那波行情。欧洲最大资产管理公司Amundi的多元资产主管兼...

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