1999狂欢重演?华尔街延用互联网时代战术对付AI泡沫

华尔街见闻
Oct 24

面对AI引发的狂热,一些大型投资者正在重拾上世纪90年代的旧剧本,他们一边警惕着泡沫破裂的风险,一边又试图从这场盛宴中分一杯羹。随着美国股市屡创新高,AI芯片巨头英伟达的市值飙升至4万亿美元以上,这种市场的狂热气氛让专业投资者感到不安。欧洲最大的资产管理公司东方汇理(Amundi)的多资产主管Francesco Sandrini直言:“我们现在做的,正是1998年到2000年间奏效的策略。”他指出...

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