小摩资管CEO：AI并非泡沫，而是机遇

Core Viewpoint - Investors should focus on the opportunities presented by artificial intelligence rather than concerns about current market bubbles, as stated by Mary Callahan Erdoes, CEO of JPMorgan Asset and Wealth Management [1] Group 1: Artificial Intelligence Opportunities - Erdoes emphasized that the world is at a stage where the expected value of AI significantly differs from its actual value, indicating that companies have yet to fully realize AI's potential through practical applications [1] - Concerns regarding the soaring stock prices of AI-related companies like Nvidia and AMD have led to market volatility, yet the U.S. stock market remains near historical highs [1] - Erdoes argued that AI is not a bubble, asserting that the notion is absurd and that a major transformation in corporate operations is on the horizon [1] Group 2: Economic Outlook - Ares Management CEO Michael Arougheti noted that the current investment scale is minimal compared to the vast potential of AI, suggesting that there is still a long way to go in terms of economic investment relative to the overall economy [2] - Erdoes expressed confidence that a recession is unlikely, countering ongoing predictions of an impending downturn that have persisted for five years [2] - She highlighted that if a recession is not imminent, it presents an excellent buying opportunity for investors to act quickly [2]