美媒:AI投资热情正经历拐点

Group 1 - The enthusiasm for AI investment in the US market appears to be at a turning point, with significant declines in tech stocks following a previous surge [1] - The S&P 500 technology sector has seen a drop of 2.5% over the week, while the Nasdaq Composite Index has decreased by approximately 2% [1] - Major tech stocks like Nvidia and Palantir have experienced substantial declines, with Nvidia down 5% and Palantir down 16% [1] Group 2 - A report indicates that the recent sell-off has resulted in a loss of $1 trillion in total market capitalization within just four trading days [1] - Concerns over inflated valuations of AI companies are driving the market downturn, as many investments have not yielded returns [1] - A study from MIT reveals that 95% of institutional AI investments have not generated any returns, with most AI initiatives stalling due to flawed system integration and capability gaps [1] Group 3 - OpenAI's newly released GPT-5 has underperformed against market expectations, leading to comments from CEO Sam Altman that investors may be "overly excited" about AI [2] - The CEO of Ostro noted that current market volatility is typical of tech cycles, suggesting that adjustments are inevitable, but long-term winners will be those who can demonstrate AI's lasting value in complex, high-risk environments [2]