纳斯达克100指数因AI泡沫担忧创下近三年来最差季度表现

美港电讯
01 Apr

【纳斯达克100指数因AI泡沫担忧创下近三年来最差季度表现】金十数据4月1日讯,对人工智能泡沫的担忧给纳斯达克100指数带来了打击,该指数一季度下跌8.3%,为近三年来最差季度表现。此前股市上涨的最大推手,如英伟达(NVDA.O)、博通(AVGO.O)、微软(MSFT.O)、亚马逊(AMZN.O)等,都比各自的历史高位下跌了20%或更多。纳斯达克100指数在2月触顶,较2022年12月的低点上涨了一倍多。虽然该指数的平均估值已从上个月的27倍降至24倍,但相对于过去20年的平均水平(约20倍),其价格仍处于高位。Bokeh Capital Partners首席投资官Kim Forrest认为,整体情况表明投资者对人工智能支出放缓感到紧张,“太多的资金在追逐太少的计算中心需求。”

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