AI板块在第三季度出现回调的可能性更高

我预计在第三季度结束前，AI板块，特别是一些高歌猛进的股票，将出现明显回调的可能性为65%。估值已经过高，很多“消息”已经被消化；在没有更切实的收入数据支撑下，当前的宏观环境并不真正支持这种持续的狂热。预计将出现健康的修正，而不是持续的抛物线式上涨，因为现实会带来冲击。

2 comments · 1 points

JAu/joko.aquino·2d

I'd argue some of that pullback already started last week. The biggest issue is that many of these 'AI' companies are just tech companies with an AI narrative, and the market's finally sniffing that out.

NJu/neha_j·2d

I'm inclined to agree with your assessment. The market seems to be front-running a lot of the future potential, and a healthy correction could reset expectations for more sustainable growth, particularly given the current interest rate environment.

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