最近人工智能相关市场的挫折在某种程度上戳破了该行业无懈可击的泡沫，欧树资本管理有限公司联席主席霍华德·马克斯在接受彭博电视台采访时表示。
Recent artificial intelligence related market stumbles have somewhat burst the bubble of infallibility around the sector, Howard Marks, co-chair of Oaktree Capital Management LP, said in an interview with Bloomberg TV.
“我认为现在人们会说，等等，稍等一下，我们要更深思熟虑一些，要更怀疑一些，”马克斯说。他去年在一份备忘录中写道，自己正处于泡沫观察期。“这非常健康，”他补充道。
“I think that now people are saying, hold on, wait a minute, let’s be a little more thoughtful, let’s be a little more skeptical,” Marks, who wrote in a note last year that he was on bubble watch, said. “That’s very healthy,” he added.
马克斯的言论发布之际，投资者对那些核心业务在前所未有的AI支出热潮中降温的科技公司容忍度正在降低。字母表公司和亚马逊公司最近的业绩引发了担忧，认为AI正在侵蚀为这些投资提供资金的业务。
Marks’s comments come as investors are showing less tolerance for tech companies whose core businesses are cooling beneath an unprecedented AI spending spree. Recent results from Alphabet Inc. and Amazon.com Inc. have fueled concerns that AI is eroding the businesses financing those investments.
马克斯因2000年1月的备忘录“bubble.com”而受到关注，他在其中警告了互联网狂热将迎来破灭。
Marks gained attention in January 2000 for his memo “bubble.com,” in which he warned of dot-com mania ahead of the bust.