
据《金融时报》报道,美国财政部长斯科特·贝森特周三驳回了AI热潮可能引发“系统性”经济风险的说法,与此同时,受AI支出担忧引发的全球科技股抛售延续至周四。
US Treasury Secretary Scott Bessent on Wednesday dismissed the possibility of “systemic” economic risks stemming from the AI boom, the Financial Times reported, as a global tech selloff fueled by AI spending fears continued into Thursday.
Meta股价暴跌,此前这家超大规模科技公司陷入自由现金流为负的境地;而中国股市进入熊市领域,阿里巴巴股价下跌6%,投资者质疑其AI投资的回报。
Meta stock plunged after the hyperscaler drifted into negative free cash flow, while China entered bear market territory with Alibaba’s stock dropping 6%, as investors questioned the return on its AI investments.
尽管如此,贝森特以及黑石总裁乔恩·格雷均驳回了与1990年代互联网泡沫的类比:“需求几乎是抛物线式增长,”格雷谈到黑石支持、与Anthropic共同创建的一家AI咨询公司时表示,这距离Citadel首席执行官称AI“几乎可以肯定是一个泡沫”仅过去几天。
Still, Bessent as well as Blackstone President Jon Gray dismissed parallels to the 1990s dot-com bubble: “Demand is almost parabolic,” Gray said about a Blackstone-backed AI consulting firm created with Anthropic, days after Citadel’s chief said AI was “almost certainly a bubble.”