AI热潮引发IMF与英央行警示：高估值或引发股市剧烈回调风险

Group 1 - The recent surge in the U.S. stock market driven by artificial intelligence (AI) has raised concerns from the International Monetary Fund (IMF) and the Bank of England regarding potential overvaluation and sudden market corrections [1][2] - The Bank of England highlighted that the market capitalization of AI-related companies has reached levels comparable to the internet bubble, indicating vulnerability if market expectations shift [1] - The IMF's Managing Director Kristalina Georgieva warned that a sudden reversal of market optimism could expose global economic fragility and negatively impact economic growth [1] Group 2 - The Federal Reserve and tech industry leaders maintain a more tempered view, with San Francisco Fed President Mary Daly describing the AI boom as a "benign bubble" that could yield productive outcomes even if it bursts [2] - Nvidia's CEO noted that the current funding support for AI is more robust compared to the past internet bubble, suggesting a different market dynamic [2] - Despite varying perspectives on the AI surge, capital expenditures by tech companies in the AI sector have been steadily increasing, reflecting investor confidence in AI's future prospects [2]