著名沽空投资者查诺斯(Jim Chanos)接受《彭博电视》访问时警告,信贷和股市经历16年牛市后,情况相当极端,并把人工智能资本支出热潮比作1990年代科网股泡沫,指人工智能类似互联网在90年代科技领域的主导地位,是目前金融周期的替代理念。查诺斯对人工智能基建巨大资本支出感到担忧,指有关支出远超互联网时代供应商融资规模的约1,000亿美元。他点名英伟达(NVDA.US)及微软(MSFT.US)等...
Source Link著名沽空投资者查诺斯(Jim Chanos)接受《彭博电视》访问时警告,信贷和股市经历16年牛市后,情况相当极端,并把人工智能资本支出热潮比作1990年代科网股泡沫,指人工智能类似互联网在90年代科技领域的主导地位,是目前金融周期的替代理念。查诺斯对人工智能基建巨大资本支出感到担忧,指有关支出远超互联网时代供应商融资规模的约1,000亿美元。他点名英伟达(NVDA.US)及微软(MSFT.US)等...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.