AI泡沫再成舆论焦点?经济学家警告:英伟达或许就是新思科

格隆汇
Jun 05

随着英伟达再次成为市场关注的焦点,也再次引发了市场的激辩:人工智能(AI)的蓬勃发展是否能够支撑目前科技股所反映的预期?英伟达因AI而崛起,会与当年的思科一样、奔赴崩盘的结局吗?

宏观经济研究公司TS Lombard的经济学家达里奥·珀金斯在最新报告中指出,历史经验告诉我们应该谨慎行事。在20世纪90年代末的互联网繁荣时期,思科成为华尔街最大的赢家之一,因为投资者押注该公司将受益于在线基础设施的快速扩张。

虽然互联网最终改变了全球经济,但思科的盈利却花了更长的时间才达到其股价所反映出的过高预期。“或许英伟达就是新的思科,”珀金斯写道,即使一家公司盈利能力很强且具有重要的战略意义,但如果其增长未能跟上市场预期,仍然会让投资者失望。

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