AI存在调整风险！木头姐警告：随着明年利率上升，市场将“不寒而栗”

Core Viewpoint - Cathie Wood warns of a potential market adjustment as interest rates may rise next year, leading to a "reality check" for valuations in the AI sector [1][2] Group 1: Market Outlook - Wood predicts a shift in market focus from interest rate cuts to increases, which could trigger significant market reactions [2] - Historical data does not support the notion that innovation is negatively correlated with interest rates, contrary to popular belief [2] - The rise in interest rates could lead to a "reality check" due to the substantial investments in technology, raising concerns about overvaluation [2] Group 2: AI Valuation Perspective - Wood firmly denies the existence of an AI bubble, asserting that the current phase is merely the beginning of a technological revolution [3] - She acknowledges the possibility of market pullbacks but believes that the long-term valuations of major tech companies will remain reasonable [3] - The adoption and transformation of AI within large enterprises will take time, requiring significant restructuring efforts [3]