欧洲央行副行长:AI驱动的资产上涨易引发回调

格隆汇
4 hours ago
欧洲央行副行长博武伊契奇表示,主要由人工智能(AI)热潮推动的市场估值飙升,使得股市容易出现回调。他表示:“这种市盈率、远期市盈率,我们过去没有见过,或者已经很久没有见过了。这些估值最终可能是合理的,但也可能并不合理。”他警告称,“相关风险敞口巨大且在不断增加”,并补充道:“我们必须非常谨慎并密切监控,因为如此巨大的敞口和大量资金流向这一领域,无疑会给股市带来重新定价的风险。”上述言论呼应了越来越多央行官员、监管机构和投资者的观点,即领先的AI公司可能估值过高,而这些公司估值的突然下跌可能会引发全球市场的广泛回调。周一,欧洲央行行长拉加德也表示,AI领域的资产估值极高,出现回调是“完全有可能的”。

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