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English(EN) Goldman’s top strategist just added hard numbers to his earnings-bubble warning

高盛策略师警告称,在资本竞争中存在人工智能驱动的盈利泡沫

高盛首席全球股票策略师 Peter Oppenheimer 更新了他对科技股潜在“盈利泡沫”的担忧。他最新的报告《资本竞争》将这一风险直接与人工智能基础设施支出和政府借贷之间日益加剧的资本竞争联系起来。Oppenheimer 引用数据显示,科技发行商的资本支出显著增长,美国可转换债券发行量达到创纪录水平,其中人工智能相关借款人占了相当大的份额。Apollo Global ManagementTorsten Slok 也表达了类似的观点,他指出,市场已从储蓄过剩转向储蓄短缺,导致资本成本上升。 AI

影响 该分析强调了人工智能基础设施需求可能给资本市场带来的压力,并可能影响未来的科技估值和投资策略。

排序理由 文章讨论的是分析师对市场状况的看法和报告,而不是产品发布或融资轮等直接事件。

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高盛策略师警告称,在资本竞争中存在人工智能驱动的盈利泡沫

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报道来源 [1]

  1. Fortune TIER_1 English(EN) · Nick Lichtenberg ·

    高盛首席策略师为其盈利泡沫警告增添了硬数据

    Peter Oppenheimer first flagged the risk that AI stocks were riding an unsustainable earnings boom this summer. He's done more math.