警惕互聯網泡沫重現！
投研機構Rosenberg Research總裁、華爾街頂級經濟學家David Rosenberg週四警告稱，投資者涌入人工智能(AI)股票可能會付出高昂的代價。長期看空市場的Rosenberg認爲，圍繞人工智能的熱情分散了人們對衰退風險的關注。Rosenberg表示，“毫無疑問，我們存在價格泡沫。”
Rosenberg認爲，人工智能股票的飆升與1990年代末的互聯網繁榮有着驚人的相似之處——尤其是在過去6個月納斯達克100指數的漲勢方面。
“(這)看起來很奇怪，”Rosenberg表示。“上漲過頭了。”
本週，英偉達(NVDA.US)積極的季度業績將市場對人工智能領域的樂觀情緒推向了新的高度。這家芯片製造商在週三美股盤後發佈了強勁的季度業績和指引。英偉達首席執行官黃仁勳提到了對其人工智能芯片的旺盛需求。
財報公佈後，英偉達股價上漲逾24%，過去六個月累計上漲133%。其他涉足人工智能領域的公司，如微軟(MSFT.US)、谷歌(GOOG.US)和Palantir(PLTR.US)的股價也在飆升。
Rosenberg表示，這輪漲勢是借來的。
“標普500指數的一些廣泛指標爲1999年以來最差的水平。僅僅七隻超級大盤股就佔據了今年指數漲幅的90%，”Rosenberg表示。“標普 500 指數中科技股的權重高達 27%，逼近2000年的水平，當時互聯網泡沫達到頂峯，很快就以驚人的方式破滅。”
雖然大型科技股表現優於大盤，但Rosenberg認爲銀行、非必需消費品和運輸類股的交易活動是不祥的預兆。
“它們對GDP的影響最大。它們比周期高點下跌了30%以上，”Rosenberg表示。“實際上，它們的行爲模式與過去四次衰退時完全相同。”
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