“大空头”交易员：AI市场确实存在泡沫，仍看好亚马逊、谷歌、Meta和微软_老虎社区_美港股上老虎

“大空头”交易员：AI市场确实存在泡沫，仍看好亚马逊、谷歌、Meta和微软

格隆汇2025-12-22

“大空头”交易员Danny Moses认为，AI市场确实存在泡沫迹象。他强调，虽然AI投资是真实的长期增长故事，但与过去的互联网科技狂潮相比有相似处，因此投资人仍需谨慎。他指出，增长是真实存在的，但数学模型不再成立，我们正在到达一个数学开始不再成立的临界点。他对AI市场潜在问题的看法并非呼吁做空整个产业，而是提醒投资人做好功课，找到能在市场成长中获益的优质标的。他建议投资者应聚焦于科技领域中最具...

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