互联网泡沫2.0倒计时？高盛与Apollo警告：科技股正重演90年代“死亡狂欢”

Group 1 - Recent performance of tech stocks has led to warnings about potential overvaluation bubbles, reminiscent of the late 1990s [1][3] - Nasdaq 100 index saw monthly gains of 9% in May, 6.3% in June, 2.4% in July, and 2.1% in August, raising concerns among experts [1] - High valuations in the tech sector, such as Tesla's P/E ratio near 200 and Nvidia's around 60, are questioned despite the impact of artificial intelligence [3] Group 2 - The rise of tech stocks is compared to the IT bubble of the late 1990s, indicating increasing risks due to high valuation levels [1][3] - There is uncertainty regarding whether tech stocks in the S&P 500 are the best investment choice for the artificial intelligence theme [4]