中文整理
摩根大通警告称，人工智能市场出现了“投资者繁荣的迹象”。标准普尔 500 指数中仅 42 家人工智能公司就占该指数总利润的 65% 至 80%。半导体反弹正在闪烁互联网泡沫期间最后出现的技术模式，自 2024 年初以来，杠杆芯片 ETF 的市场影响力已增加五倍。该银行认为整个市场存在多层集中风险，基础设施......
英文原文摘要
J.P. Morgan warns that there are "signs of investor exuberance" in AI markets. Just 42 AI companies in the S&P 500 account for 65 to 80 percent of the index's total profits. The semiconductor rally is flashing technical patterns last seen during the dotcom bubble, and leveraged chip ETFs have quintupled their market influence since early 2024. The bank sees multiple layers of concentration risk across markets, infra…
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