Group 1 - Cathy Wood, CEO of Ark Invest, does not believe there is a bubble in the current AI market but warns that AI-related stock valuations may soon face a "reality check" [1] - Wood indicated that as interest rates begin to rise, the market will experience a "shake-up," shifting focus from rate cuts to rate hikes [1] - Ark Invest continues to make significant investments in innovative and tech stocks, including notable purchases of Robinhood, Netflix, and Baidu, while also reducing positions in Shopify and AMD [1] Group 2 - Concerns about an AI bubble have resurfaced as valuations soar, with a recent Bank of America survey showing that 54% of global fund managers believe tech stocks are currently overvalued [2] - Impactive Capital's Lauren Taylor Wolfe compares the current AI investment frenzy to the late 1990s internet bubble, expressing concerns over the disconnect between AI investments and returns [2] - Goldman Sachs acknowledges some worrying factors but believes the U.S. tech sector is not in a bubble, noting that current valuations and capital market activity levels are still below the peak of the internet bubble [2] Group 3 - Nvidia CEO Jensen Huang responded positively to market concerns about an "AI bubble," stating that the AI industry has reached a point where customers are willing to pay real cash for models, indicating a "positive cycle" [3]
木头姐”加入AI泡沫争论：泡沫尚不存在 但AI股票估值或迎“现实检验
Zhi Tong Cai Jing·2025-10-29 06:28