斯宾塞：美股市值集中度“前所未见”，AI投资潮存在一些泡沫

Group 1 - The core viewpoint is that the U.S. stock market is experiencing a frenzy driven by enthusiasm for artificial intelligence investments, leading to increased demand for electricity supply [1] - Major companies and markets are heavily investing in AI models, research, quantum computing, and data center construction, contributing to market bubbles [1] - The concentration of market value is notable, with over 30% of the S&P 500 index's market capitalization concentrated in the top seven technology companies, a level described as "almost unprecedented" [1] Group 2 - The U.S. faces a sovereign debt issue, with current debt levels deemed unsustainable, although solutions to this problem remain unclear [1] - Despite strong economic growth, the recent depreciation of the dollar may reflect foreign investors' concerns about accumulating risks in the U.S. financial sector [1]