加入“AI泡沫”大论战，高盛：还没有泡沫！

华尔街见闻10-09

高盛认为，尽管目前市场绝对估值的走高、高度集中的市场结构，以及科技巨头资本支出的激增，确实与历史上的泡沫时期有相似之处，但本轮科技股上涨主要由强劲的基本面和实实在在的盈利增长所驱动，而非纯粹的投机狂热，尚未达到泡沫水平。由AI驱动的科技股飙升正引发市场激烈的“泡沫”论战。近日，高盛分析师Peter Oppenheimer、Sharon Bell等在其最新研报中给出了明确的答案：尽管当前市场呈现出...

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