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为何我在市场高位时仍坚持投资

与其猜测股价走向，不如关注投资组合所能产生的收益

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    • 人们对投资人工智能（AI）风险的担忧日益加剧。但与早前的互联网泡沫破灭时期不同，如今许多公司正享有创纪录的盈利和现金水平。
    • 人们对投资人工智能（AI）风险的担忧日益加剧。但与早前的互联网泡沫破灭时期不同，如今许多公司正享有创纪录的盈利和现金水平。 图片来源：路透社

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

    David Kuo

    Published Tue, Oct 21, 2025 · 03:18 PM

    本文由AI辅助翻译

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    关于股市几乎不可阻挡的上涨，警示之声不绝于耳。JPMorgan Chase的负责人杰米·戴蒙（Jamie Dimon）只是众多敲响美国市场下跌警钟的评论员之一。他警告称，未来六个月到两年内，股市可能会出现严重回调。

    英格兰银行警告称，市场大幅回调的风险已经增加。该行指出，估值似乎偏高，并对专注于人工智能（AI）的科技公司表示特别担忧。该行表示，担心AI的能力或应用情况令人失望，或AI领域的竞争加剧，可能导致市场重新审视这些公司能否实现预期的高收益。

    换句话说，它担心的是AI泡沫是否正在形成。

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