After reviewing a lot of data and financial media reports, professional opinions generally believe that AI is currently in a relatively similar stage to the internet in 1997-1998, and there is still time before a real bubble burst. Compared to the last round of the internet bubble, the current AI Primary Market investments are similar to those in 1999, while the Secondary Market resembles 1998, and the actual market demand is akin to that of 1996-1997. Even the CEO of Alibaba stated in the earnings call that there will be no bubble crisis within the next three years.
So I still feel that American technology will continue to strengthen next year. This is good for both the US stock market and cryptocurrency. In fact, the demand for AI also boosts a series of domestic sectors such as photovoltaics, energy storage, storage, and optical modules, directly benefiting them and indirectly benefiting industries like energy and chips. This is also positive for the A-share market. If the AI bubble really bursts one year, the cryptocurrency market, US stocks, and A-shares won't be doing well either.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
After reviewing a lot of data and financial media reports, professional opinions generally believe that AI is currently in a relatively similar stage to the internet in 1997-1998, and there is still time before a real bubble burst. Compared to the last round of the internet bubble, the current AI Primary Market investments are similar to those in 1999, while the Secondary Market resembles 1998, and the actual market demand is akin to that of 1996-1997. Even the CEO of Alibaba stated in the earnings call that there will be no bubble crisis within the next three years.
So I still feel that American technology will continue to strengthen next year. This is good for both the US stock market and cryptocurrency. In fact, the demand for AI also boosts a series of domestic sectors such as photovoltaics, energy storage, storage, and optical modules, directly benefiting them and indirectly benefiting industries like energy and chips. This is also positive for the A-share market. If the AI bubble really bursts one year, the cryptocurrency market, US stocks, and A-shares won't be doing well either.