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高盛CEO:股市和AI泡沫? 我每天睡得很好 1998年後股市還漲了三年

(2025-10-08 02:28:34) 下一個

Im not going to be every night worried about what will happen. Markets run in cycles and whenever weve historically had a significant acceleration in a new technology that creates a lot of capital formation, lots of interesting new companies around it, you generally see the market run ahead of the potential because theyre going to be winners and losers, theyre going to be winners and losers. If you go back and you think about the internet, you know Amazon, you know one of many companies that was prosecuting that kind of opportunity, many of the companies went away. Amazon became an incredible company. Youre going to see a similar phenomenon here. I wouldnt be surprised if for the next 12 to 24 months we see a drawdown with respect to you know equity markets, but that shouldnt be surprising given the run weve had. But generally speaking, I think whats super exciting is the technology is expanding, new companies are being formed and the potential of this technology deployed into the enterprise can be very very powerful, and so its an exciting time, you know, the market looks forward.

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