DeitaOne (@DeitaOne)· *Walter Bloomberg·· 1 天前AI 评分51
Yardeni Research：AI 泡沫确实存在但尚未到破灭时点
YARDENI: THE AI BUBBLE IS REAL, BUT NOT READY TO BURST Yardeni Research's new AI Bubble Meter flashes a warning, but not a crash signal. Bubble Condit...
AI 导读
Yardeni Research 发布 AI Bubble Meter 指标，泡沫条件读数为 83/100，发出警告但未达崩盘信号，崩盘触发因素仅为 34/100。历史上类似条件下，两年内标普 500 进入熊市的概率仅 9%，经通胀调整后涨幅中位数为 18.3%。结论是 AI 估值确实偏高，但刺破泡沫所需的力量尚未完全形成。
来源：DeitaOne (@DeitaOne) · x.com