达利欧警告：AI热潮处于泡沫初期阶段

Group 1 - The founder of Bridgewater, Dalio, warns that the AI-driven surge in tech stocks has entered the early stages of a bubble [1] - Investors are showing a preference for non-US assets over US stocks, and similarly favor non-US bonds over US bonds and cash [1] - There is significant uncertainty regarding the future direction of the Federal Reserve's policies and productivity growth prospects [1] Group 2 - The new Federal Reserve Chairman and the Federal Open Market Committee are likely to lean towards lowering nominal and real interest rates [1] - This potential action may support asset prices but could also further fuel the bubble [1]