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我们是否正处于人工智能泡沫之中？

一位曾亲历1990年代末科技泡沫破裂的投资者兼前电信分析师的观点

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    • 位于美国的Amazon Web Services人工智能数据中心。作者表示，只要亚马逊等公司将人工智能支出视为关乎生存的必要投资，他们就会持续投入，而这将继续助长人工智能的热潮。
    • 位于美国的Amazon Web Services人工智能数据中心。作者表示，只要亚马逊等公司将人工智能支出视为关乎生存的必要投资，他们就会持续投入，而这将继续助长人工智能的热潮。 图片来源：路透社

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Chris Buchbinder

    Published Sat, Dec 13, 2025 · 07:00 AM

    本文由AI辅助翻译

    查看原文

    近期，大量媒体报道都在探讨投资者对人工智能（AI）的热情是否正将市场推向一场“AI泡沫”。

    作为1990年代末科技泡沫破裂的亲历者，我认为当时的经验教训对当前环境同样适用。

    今天的关键问题是，我们当前的情况更像2000年，还是1998年？如果像2000年，就意味着我们正处于一个即将破裂的泡沫中；如果像1998年，则意味着市场尚未达到主要拐点，可能还有更大的上涨空间。

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