星展集团首席投资官侯伟福表示，英伟达的市盈率以及预计明年盈利增长70%的前景表明，人工智能推动的科技股行情远未进入泡沫区间。
数据显示，英伟达目前股价相当于未来12个月预期盈利的17倍。侯伟福将其与互联网泡沫破裂前思科高达100倍的估值倍数进行了对比。
“如果作为AI代表性公司的英伟达市盈率只有十几倍，怎么能说这是泡沫？”侯伟福接受采访时表示。他并称，半导体和AI投资仍有利好因素支撑。
不过，为控制投资组合整体波动，侯伟福仍主张采取“杠铃式”策略。一端配置科技股等增长型资产，把握AI带来的增长机会；另一端配置投资级固定收益资产，以提供稳定收益。同时，可配置对冲基金和黄金作为风险分散工具。
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