猛烈抛售！人工智能突发重大利空！

Core Viewpoint - The article highlights growing concerns about an "AI bubble," with warnings from prominent financial figures about potential significant personal losses for investors in the AI sector [3][5][6]. Group 1: Warnings from Financial Experts - Mohamed El-Erian, Chief Economic Advisor at Allianz, cautioned that investors should prepare for substantial personal losses in the AI field, predicting numerous "credit accidents" [5]. - El-Erian described the current market as experiencing a "rational bubble," where excessive investment driven by high returns could lead to significant losses, similar to past speculative periods like the internet bubble [5][6]. - Concerns about high valuations in the AI sector have been echoed by CEOs from Goldman Sachs and Morgan Stanley, indicating a potential market correction as major tech companies reach historical valuation peaks [6][7]. Group 2: Investor Behavior and Market Trends - Foreign investors have withdrawn nearly $4.6 billion from the South Korean stock market this month, making it one of the most severely sold markets in the region, while also net selling $2.3 billion in Japanese stocks [3]. - There is a growing sentiment among corporate executives regarding the overvaluation of AI companies, with some firms being valued highly despite having no revenue [7][8]. Group 3: Capital Expenditure and Revenue Concerns - A report from Accel predicts that new AI data centers will require approximately $4 trillion in capital expenditure by 2030, with an estimated $3.1 trillion in revenue needed to offset this spending [8]. - Major tech companies like Nvidia and OpenAI have announced multi-billion dollar deals to develop data center capacity, reflecting the increasing demand for AI infrastructure [8][9]. Group 4: Long-term Outlook and Industry Sentiment - Despite concerns about an AI bubble, there remains optimism about the long-term potential of AI technology, with executives acknowledging the revolutionary nature of AI while also recognizing the associated risks [9][10]. - The demand for AI adoption among enterprises is high, with many companies actively seeking to integrate AI into their operations [10].