“大空头”出手 AI泡沫真的来了吗?

金融投资报
Nov 07

■郭施亮在这一轮AI炒作热潮中,不排除部分AI公司的估值已经被市场大幅拔高,但对部分核心资产而言,如果按照明后年的业绩增速进行估值,仍然不算贵得离谱。AI泡沫是否已经到来,关键要看上市公司的业绩增速是否追得上股票估值的提升水平,同时要看市场需求是否保持供不应求的状态,这也是判断AI是否存在泡沫的重要指标。今年是AI投资“大年”,也是AI应用端快速发展的年份。在AI时代背景下,最受益的当属英伟达。...

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