近期伴随着“AI泡沫”担忧加剧,美国科技股持续遭到猛烈抛售。关于AI是否已推动美股达到泡沫,市场争议不断。悲观者认为估值高位,倾向于短期落袋为安;乐观方如AMD与英伟达管理层均强调AI数据中心需求真实且高速增长,这与2000年互联网泡沫时期许多未盈利的公司领涨的情况有本质区别,这被一些投资者视为本轮AI热潮更健康的基础。管理着6.6万亿美元资产的瑞银全球财富管理(UBS Global Wealth...
Source Link近期伴随着“AI泡沫”担忧加剧,美国科技股持续遭到猛烈抛售。关于AI是否已推动美股达到泡沫,市场争议不断。悲观者认为估值高位,倾向于短期落袋为安;乐观方如AMD与英伟达管理层均强调AI数据中心需求真实且高速增长,这与2000年互联网泡沫时期许多未盈利的公司领涨的情况有本质区别,这被一些投资者视为本轮AI热潮更健康的基础。管理着6.6万亿美元资产的瑞银全球财富管理(UBS Global Wealth...
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