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请别再问我AI泡沫何时破裂Please stop asking me when the AI bubble will pop

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2026年11月3日,周二,在中国香港举行的国际金融领袖投资峰会上,太平洋投资管理公司(品浩)首席执行官埃马纽埃尔·罗曼。图片来源:彭博社 via Getty ImagesEmmanuel Roman, chief executive officer of Pacific Investment Management Co. (Pimco), during the Global Financial Leaders’ Investment Summit in Hong Kong, China, on Tuesday, Nov. 3, 2026. Bloomberg via Getty Images

包括本刊员工在内的许多人,带着或多或少的兴奋或忐忑,不断问我AI泡沫何时会破裂。我的回答和对他们一样:要是我知道,我早就押注市场、加满杠杆,赚完钱去海边退休了——也许顺便开个猫咪庇护所,谁知道呢。

People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst. I'll tell you what I tell them: If I knew that, I would make a life-changing bet on the market, levered up as far as I could, and then, after I made my money, go retire on a beach somewhere. Maybe run a cat sanctuary, who knows.

我能告诉大家的是,我今天早上读了一篇报道,很有意思:《华尔街首席执行官、大型资管机构对AI风险看法分歧巨大》。这篇文章汇总了2026年全球金融领袖投资峰会在香港举行期间的相关言论。以下内容引起了我的注意……

What I can tell you is that I read with interest a story in this morning: "Wall Street CEOs, Big Money Managers Divided Over AI Risks." The story itself is a roundup of stuff said at the 2026 Global Financial Leaders' Investment Summit in Hong Kong. Here's what caught my attentio …

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