达利欧警告:AI泡沫暂时不会破裂,现在离场还太早

BlockBeats 消息,11 月 21 日,亿万富翁投资者、桥水基金创始人瑞·达利欧(Ray Dalio)认为,即便你担心市场热潮是等待破裂的泡沫,也不该过早放弃人工智能(AI)领域。他周四接受 CNBC 采访时表示,他确信当前股市已深陷泡沫——但这仍不是投资者退出 AI 交易的理由。达利欧向该媒体解释,投资者应留在市场的原因很简单:目前泡沫破裂的条件根本不存在。「别只因泡沫就抛售,」这位传奇基金经理说,「你得把握时机。是什么会刺破泡沫?通常是货币政策收紧,而我们现在不会面临这种情况。」在达利欧看来,当市场出现资产清算需求时,泡沫才会最终破裂。他推测,美联储加息或消费者面临财富税等事件可能引发抛售。在可预见的未来,这两种情况在市场中似乎都不太可能发生。「我想重申,股市在泡沫破裂前还可能大幅上涨,」达利欧补充道。(金十)

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