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达利欧警告:AI“泡沫”让人联想到互联网泡沫危机

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2025-01-28 10:04:26
亿万富翁投资者达利欧警告称,投资者对人工智能的热情已经在美国股市中催生了一个“泡沫”,这与世纪之交互联网泡沫破裂前的情况相似。
达利欧表示,当前美股“定价水平非常高,同时存在利率风险,这种组合可能会刺破泡沫”。作为对冲基金桥水联合(Bridgewater Associates)的创始人和华尔街最知名的人物之一,达利欧的警告正值人们对美国AI股票的繁荣是否走得太远感到担忧之际。投资者还担心借贷成本上升的问题,这种担忧在去年12月美联储官员下调了对今年降息预期后变得更加尖锐。
达利欧表示:“我们现在所处的周期位置非常类似于1998年或1999年的情况。”他补充道,“换句话说,有一种新的重大技术无疑会改变世界并取得成功。但有些人将这一点与投资的成功混淆了。”(金十)

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