中金：AI 回调与 2000 年四轮回撤高度相似，需三大压力缓解

链捕手17:27

ChainCatcher 消息，据金十报道，中金研究指出，自 6 月中下旬以来，全球 AI 链出现明显回调，尤其是韩国市场表现最为剧烈，主要因高杠杆、高拥挤和宏观因素的影响。市场对 AI 泡沫的担忧加剧，类似于 2000 年科技股泡沫破裂前的情况。

中金认为，市场企稳和新一轮上涨需依赖高拥挤和高杠杆的消化、美联储加息预期的缓解，以及财报和产业方面的新催化。

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