Jin Shi Shu Ju·2025-11-14 09:50Core Viewpoint - Investors should focus on the future opportunities presented by AI rather than worrying about potential bubbles in the market [1][2] Group 1: AI Market Insights - Mary Callahan Erdoes, CEO of JPMorgan Asset and Wealth Management, emphasized that AI is creating opportunities that are not yet fully recognized or understood [1] - Erdoes compared the current AI market situation to a gradual then sudden bankruptcy, suggesting that AI's true value will be realized over time [1] - Concerns over the soaring valuations of AI-related companies like Nvidia and AMD have led to market volatility, yet the stock market remains near historical highs [1] Group 2: Economic Context and Predictions - Erdoes stated that AI is not in a bubble, arguing that the U.S. is just beginning to harness AI's potential, with a long way to go before it translates into net profits [2] - Michael Arougheti, CEO of Ares Management, echoed this sentiment, noting that current investments in AI are minimal compared to its potential, and supply growth is lagging behind short-term demand [3] - Erdoes expressed confidence that a recession is unlikely in the short term, suggesting that if no recession occurs, it would be an excellent buying opportunity [3]