《大行》高盛:股市尚未处于泡沫之中 围绕机器学习及AI领域料催生新一波明星企业

阿斯达克财经2025-10-09

高盛发表环球股市策略报告表示,股市“牛市”以及领先科技公司股价持续上涨,令许多人担心正处于一个泡沫之中。历史表明,泡沫通常由围绕突破性技术产生的狂热所推动,吸引投资者、资金和新进入者。典型的泡沫特征包括资产价格快速上涨、极端估值,以及因杠杆增加而引发的重大系统性风险。该行指,目前环球市场行为和定价确实出现了一些与过去泡沫相似的迹象,然而,该行也观察到几个关键差异:首先,科技板块至今的上涨主要由...

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