The Risk of the 'AI Hype Cycle' Affecting Tech Stocks
แปลอัตโนมัติจากต้นฉบับ · อ่านต้นฉบับ (English)
Personally, I believe we are at the peak of the 'AI Hype Cycle' and the excitement in the AI stock market may start to wane soon, especially for AI-related tech stocks that have surged recently. I give it about a 60% chance that we will see a slight correction in this group by the end of Q2. It might not be as severe as a bubble burst, but rather a correction to re-evaluate true valuations. We need to closely monitor the earnings reports of major AI companies, because if they don't meet market expectations, it could trigger a large round of profit-taking sooner.