投资者迈克尔·伯里就AI泡沫破裂的不可预测性发出警告

港美通2025-12-15

12月15日，据外媒报道，知名“大空头”投资者迈克尔·伯里就AI泡沫破裂的不可预测性发出警告，并批评英伟达在助长此轮泡沫炒作中所扮演的角色。据悉，伯里在其Substack专栏中表示，AI泡沫的破裂无法预测或计时。他暗示，这个泡沫可能仍有扩张的潜力。在文章中，伯里还表示，他认为股市可能正处在重大上涨的边缘，同时也可能接近一个时代性的顶部。他指出“供给侧暴食”，例如在没有真实终端用户需求的情况下大规模...

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Unchained》，他在其中一直批评英伟达，将这家芯片制造巨头比作互联网泡沫时期的思科。伯里对AI泡沫破裂的警告正值人工智能被誉为下一代重大技术突破之际。他对AI领域领军企业英伟达的批评，引发了人们对当前炒作可持续性的质疑。他将英伟达与互联网泡沫时期的思科相提并论，这表明他认为当前的AI泡沫与20世纪90年代末的互联网泡沫有相似之处。这可能意味着他认为AI泡沫正接近顶峰，可能很快就会破裂，从而导致显著的市场波动。然而，正如伯里自己所承认的，确切预测何时会发生这种情况是不可能的。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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