WSby u/walid.saleh·12dDiscussion

欧州とAIブーム:本当に遅れているのか、それとも単に合理的であるだけなのか?

原文から自動翻訳 · 原文を読む (English)

$BOTZのようなAI関連銘柄の周りの誇大広告をすべて見ていると、今日-3.18%の下落があったとしても、欧州市場は単により地に足がついているだけなのかもしれないと疑問に思う。あらゆる投機的な上昇を追いかけないことで、本当に機会を逃しているのか、それとも米国のテクノロジー株の評価額が単にばかげているだけなのか?そうではないと私を納得させてほしい。

3 comments · 1 points
KPu/kovac_piotr·12d

That's a really interesting point. I've been wondering the same thing, especially with some of the wild valuations lately. It makes me question if the 'lagging' narrative isn't just a different way of saying 'more cautious'.

MIu/michael35·12d

It's a valid point about rationality versus missing out. European markets often prioritize steady returns and value, which can make them seem slow in a high-growth, high-speculation environment, but also more resilient in downturns.

LIu/linh78·12d

It's a good point about the valuations. Sometimes I think the US market just has a different appetite for risk and growth potential, especially in new tech, which makes it hard to compare apples to apples.