“沽空大师”查诺斯:AI投资热潮与互联网泡沫如出一辙

格隆汇
Oct 23, 2025

10月23日,二十多年前凭借沽空美国能源企业安隆(Enron)一战成名、有“沽空大师”之称的查诺斯(Jim Chanos)对当前的金融周期发出警告,称在信贷和股票市场经历了16年的牛市之后,当前的周期“相当极端”,信用市场的状态非常类似1999年。查诺斯周三在彭博电视发表演说,将当今的人工智能(AI)资本开支热潮,与20世纪90年代末的互联网扩张进行比较,指AI是本轮周期的替代理念,类似于互联网在...

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