08年预警次贷危机“一战成名”，明星对冲基金经理Einhorn警告：AI投入将产生“巨额”资本损失

Group 1 - David Einhorn warns that the current unprecedented investment surge in AI infrastructure may lead to "massive" capital destruction, despite the long-term potential of AI technology [1][2] - Major tech companies like OpenAI, Meta, and Apple are committing trillions of dollars to AI investments, raising concerns about the sustainability and rationality of such spending [2][3] - Einhorn emphasizes that while many projects will be completed, investors may not see the expected returns, indicating a reasonable possibility of significant capital losses in the future [3] Group 2 - Einhorn's warnings are taken seriously due to his past success in predicting the 2008 financial crisis, where he accurately shorted Lehman Brothers [4][5] - His analysis in 2007 highlighted serious issues in Lehman Brothers' balance sheet, particularly their exposure to subprime mortgage-related assets, which contributed to the financial crisis [6]