WSby u/walid.saleh·12dDiscussion

유럽과 AI 열풍: 우리가 정말 뒤처지고 있는 걸까, 아니면 단지 합리적인 걸까?

원문에서 자동 번역됨 · 원문 읽기 (English)

오늘 -3.18% 하락했음에도 불구하고 $BOTZ와 같은 AI 관련 주식에 대한 모든 과대광고를 보면, 유럽 시장이 단순히 더 현실적인 것인지 궁금해집니다. 모든 투기적 랠리를 쫓지 않음으로써 우리가 정말 기회를 놓치고 있는 걸까요, 아니면 미국 기술주 가치가 그저 터무니없어지고 있는 걸까요? 저를 설득해 보세요.

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.