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【财经最热NOW】7月26日｜估值已达“愚蠢水平”? AI概念股料大翻车
以现在的走势来看，企业对人工智能狂热看起来也不全是好事。投资者本周对谷歌母公司Alphabet在AI技术上投入的资金之大感到焦虑，这类技术对于收入的贡献仍未显现。
Marlborough集团投资组合经理詹姆斯阿西表示，除非对未来增长、盈利和货币政策做出最大胆预测，否则大型科技股的估值根本不合理，而这种极端情况难以为继是必然的。
现如今，投资者抢购短期证券，因为他们担心货币政策可能太紧，所以要赶在降息前采取行动。
虽然美联储在下周会议上降息的可能性看起来非常渺茫，但市场现在正在消化今年晚些时候进一步降息的预期。
https://www.enanyang.my/财经最热now/【财经最热now】7月26日｜估值已达“愚蠢水平”-ai概念股料大翻车
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