又有大行警告！AI热潮要降温了？_老虎社区_美港股上老虎

又有大行警告！AI热潮要降温了？

华尔街见闻2023-06-05

花旗策略师预计，随着AI热潮逐渐消退，标普500指数将下行。今年以来，AI热潮带飞了几家美国大型科技股的股价，并推动了美股的复苏。周一，据彭博社报道，花旗集团Scott Chronert等策略师最新表示，AI热潮给标普500指数提供了一些短线上行的动力，但这种影响预料很快就会消退。Chronert等策略师仍“基本确信”，基于轻度衰退预期，标普500指数年末目标位为4000点，并估计该指数将在...

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Is AI craze going to cool down?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/15a0bcad486c6b4598d40b80e3eb5d77","symbols_score_info":{"513500":0.6,"SPY":0.9,"NVDA":0.9,"OEX":0.6,"SDS":0.6,"SSO":0.6,"UPRO":0.6,".SPX":0.6},"content_text":"花旗策略师预计，随着AI热潮逐渐消退，标普500指数将下行。今年以来，AI热潮带飞了几家美国大型科技股的股价，并推动了美股的复苏。周一，据彭博社报道，花旗集团Scott Chronert等策略师最新表示，AI热潮给标普500指数提供了一些短线上行的动力，但这种影响预料很快就会消退。Chronert等策略师仍“基本确信”，基于轻度衰退预期，标普500指数年末目标位为4000点，并估计该指数将在3800-4200点区间内波动。策略师们称纽约联储衰退概率指标正处1980年代双底衰退以来的最高水平。花旗认为AI是当前的热门话题，但随着其“嵌入企业商业模式”，AI热潮将逐渐淡去。年初以来，AI底层算力龙头英伟达股价已涨超1.7倍，市值一度突破万亿美元。但最近已有报道，长期超配英伟达的罗斯柴尔德家族开始“减持”英伟达，其旗下资管机构Edmond de Rothschild称目前已经部分获利了结，现在持仓少得多，鉴于AI估值太高，越来越不确定会不会加仓AI科技股，若估值继续增长，会更谨慎。虽然最近调查显示，大多数华尔街分析师都预计英伟达还有上涨空间，但最近华尔街也已经坦言AI估值太高。两周前，去年以来华尔街预测最准确的分析师、美国银行策略分析师Michael Hartnett在报告中表示，科技股和AI概念股的估值过高，建议投资者可以抛售美股了。最新，摩根士丹利策略师也预计，企业盈利的突然回落，将给美国股市的反弹踩下刹车。Andrew Sheets等大摩策略师预计，标普500指数成份股今年的每股盈利将下降16%。这是目前华尔街最悲观的预测之一，与高盛集团等的乐观预测形成鲜明对比；高盛预计今年每股盈利将温和成长。大摩预计，年底标普500将跌至3900点，距离上周五的收盘价4282.37点还有近10%的下跌空间。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}