金吾财讯 | 人工智能板块走弱，截至发稿，美国超微公司（AMD）跌1.53%，阿斯麦（ASML）跌1.53%，台积电（TSM）跌1.54%，GE 航天航空（GE）跌1.64%，ABB LTD（ABLZF）跌1.73%，Arm Holdings（ARM）跌1.90%。消息面上，桥水基金创始人达利欧发出警告，人工智能属于典型资产泡沫，伴随利率走高、市场需要将账面财富变现，该泡沫已临近破裂节点。达利欧称，当前大量债务资金流入AI领域，若利率持续上行，或将触发这一泡沫破裂。他表示，当前经济周期已经十分靠近这一临界点。除此之外，财富税等要求将未实现资本收益变现的政策，也可能成为破局诱因。达利欧解释，不少人账面财富数值庞大，但想要实际使用这笔财富，就需要抛售资产换取现金，而集中变现往往就是刺破泡沫的导火索。
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