突然，猛烈抛售！人工智能，重大利空！

Core Viewpoint - The article warns about the potential "AI bubble," highlighting concerns from various financial experts and corporate leaders regarding overvaluation and the risks of significant personal losses for investors in the AI sector [1][3][5]. Group 1: Warnings from Experts - Mohamed El-Erian, Chief Economic Advisor at Allianz, cautions that investors should prepare for substantial personal losses in the AI field and anticipates numerous "credit accidents" [2][3]. - El-Erian describes the current market as experiencing a "rational bubble," where excessive investment driven by high returns may lead to significant losses, similar to past speculative periods like the internet bubble [3][4]. - Concerns about high valuations are echoed by leaders from Goldman Sachs and Morgan Stanley, who warn of potential market corrections as major tech companies reach historical valuation peaks [4]. Group 2: Corporate Concerns - Increasingly, corporate executives express worries about the "AI bubble," with DeepL's CEO noting that valuations appear exaggerated and signs of a bubble are emerging [5]. - Picsart's CEO highlights the issue of AI companies being valued highly despite lacking revenue, indicating a disconnect between valuation and actual financial performance [5]. - A report from Accel predicts that new AI data centers will require approximately $4 trillion in capital expenditure by 2030, necessitating around $3.1 trillion in revenue to offset these costs, raising concerns about sustainability [5]. Group 3: Market Sentiment and Future Outlook - Despite concerns about the AI bubble, the tech industry remains optimistic about AI's long-term potential, with Lyft's CEO acknowledging the revolutionary nature of AI while also recognizing the risks involved [6]. - Executives anticipate strong demand for AI adoption among businesses, indicating a significant interest in integrating AI technologies into operations [6].