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華爾街專家:AI泡沫破裂爲今年市場最大風險 英偉達或再漲45%
阿思達克 09-29 02:11
華爾街着名投資者、Ritholtz Wealth Management執行長Josh Brown表示,人工智慧將成爲今年底市場的最大變數。 Josh Brown稱,對人工智慧感到興奮,但擔心可能過早興奮,如微軟(MSFT.US)旗下大型語言模型的使用量低於預期,爲市場今年底帶來相當大的心理壓力。不過,他指出,人工智慧今年在指數層面拯救了股市,英偉達5月時發佈強勁的盈利報告和前景後,提振投資者情緒。 人工智慧爲今年投資者的一個重要主題,AI相關技術的股票隨之飆升。晶片製造商英偉達(NVDA.US)成爲投資者接觸AI技術的首選,該股自2023年以來已飆升近200%,目前市值已超過1兆美元,然而,華爾街仍認爲該股未來仍有更大的上升空間,倫敦證交所調查的分析師對英偉達平均目標價意味該股可能再上升45%。
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