经济学家示警：AI 投资狂潮背后，已蒙上泡沫破裂阴影

Core Viewpoint - Economist Torsten Sløk warns that the current AI bubble is larger than the early 2000s internet bubble, with many AI companies being significantly overvalued [1][4] Group 1: AI Bubble Comparison - Sløk compares the current AI bubble to the internet bubble, noting that the scale of overvaluation in AI companies is more severe [1] - The internet bubble saw massive investments leading to a market crash in the early 2000s, resulting in significant losses for many companies, including major players like Amazon [1] Group 2: Current AI Market Concerns - Major companies such as Apple, Microsoft, OpenAI, Meta, Google/Alphabet, and Amazon have seen their valuations and stock prices surge due to AI investments, which do not align with their actual profit potential [1] - Sløk indicates that the current AI market's prosperity is overshadowed by underlying concerns, as evidenced by Meta's high spending on talent and OpenAI's ambitious projects [4] Group 3: Investment Shifts - Meta's shift from investing hundreds of billions in the metaverse to focusing on AI highlights the volatility and rapid changes in investment priorities within the tech industry [4] - The anticipated transformative impact of NFTs and blockchain technology on various sectors has yet to materialize, reflecting the speculative nature of current investments [4]