Huan Qiu Shi Bao·2025-11-05 22:57Group 1 - The global capital markets are experiencing concerns over high valuations of AI-related companies, leading to fears of a "bubble burst" [1] - The U.S. stock market saw a significant decline on October 4, with the Nasdaq Composite Index dropping by 2.04%, reflecting a broader negative sentiment [1] - Palantir, a representative stock in the AI sector, reported Q3 revenue of $1.18 billion and earnings per share of $0.21, both exceeding expectations, yet its stock price fell by 7.95% [1] Group 2 - Michael Burry, known for predicting the U.S. subprime mortgage crisis, has bet against Palantir and Nvidia, warning of a bubble in the AI sector [2] - OpenAI's valuation is estimated at $500 billion, but it lacks a clear profit model, raising concerns about its financial sustainability [2] - The Korean Composite Stock Price Index (KOSPI) dropped by 117.32 points, or 2.85%, on October 5, triggering a temporary trading halt due to significant sell pressure [2] Group 3 - The Japanese market also experienced a notable decline, with the Nikkei 225 index falling by 2.5% and briefly dipping below the 50,000 mark [3] - Goldman Sachs' CEO predicts a potential 10% to 20% correction in the U.S. stock market over the next 12 to 24 months, suggesting a reevaluation phase following rapid gains [3] - Analysts in the Korean securities market indicate that short-term volatility may persist as valuation disputes remain unresolved [3]