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Is AI a new revolution or a false bubble?Udabur Investment

On Wednesday, for Wall Street investors, it is undoubtedly "Black Wednesday". The US stock market has experienced violent fluctuations, and the single -day market value evaporates more than 1.1 trillion US dollars.This incident aroused extensive concerns about the technical prospects of artificial intelligence (AI).AI technology used to be the engine of market growth, but the sudden turn of the market made people start questioning: Is AI just a foam that is about to breakSimla Stock?

Market prosperity and hidden concerns under AI technology

The rapid development of AI technology has brought a wave of bull markets for technology stocks.Taking Nvidia as an example, the market value of this chip manufacturer exceeded the 2 trillion and $ 3 trillion mark in the AI ​​boom.Nvidia's stock price rose due to its leading position in the field of AI chipsNagpur Stock. These chips are the key to training and running complex AI models.

However, behind this prosperity, the market has doubts about the actual application and profitability of AI technology.Although AI technology is widely optimistic, its commercialization process and profit model are still unclear, which has laid hidden dangers for the long -term stability of the market.

Especially on July 24, the market's concerns about AI reached its peak.Tesla's stock price fell by 12%due to decline in profit margins and the delay of the Robotaxi projectJinnai Wealth Management. This decline hit the largest single -day decline since September 2020.Tesla's financial report shows that the company's profit has declined for the second quarter in a row, partly due to the increase in investment in AI projects.Google has fallen by 5%due to YouTube's advertising revenue less than expected and concerns about future cost growth. Google's financial report shows that despite the good search and cloud business growth, the increase in investment in AI related fields has led to an increase in costs.

The concerns of market callback and AI bubble

The market recovery is not only a response to a single company's financial report, but also concerns about the entire AI industry.Analysts of investment banks such as Goldman Sachs and Barclays began to question whether the large -scale investment in the AI ​​field could get corresponding returns.They pointed out that although AI technology has the potential to change the rules of the game, the current actual application and income generation ability is far behind the market expectations and hype.

In this context, the market has begun to pay attention to the rationality and risks of AI technology investment.For example, OPENAI, as a star company in the AI ​​field, has caused the market to alert the market.OpenAI is expected to face a loss of up to $ 5 billion in 2024. This number not only reflects the high cost of AI research and development, but also exposes the uncertainty in the process of AI's commercialization.In addition, OPENAI's loss is also related to its large -scale investment in AI technology, including renting Microsoft's servers to support the operation of large language models such as ChatGPT.

Market concerns are also reflected in the stock price.On July 24, the US stocks "Black Wednesday" was not just Tesla and Google, other technology giants such as Microsoft, Meta, and Amazon also encountered selling to varying degrees.The stock price of these companies has fallen in part, partly because the market is concerned about the commercialization of AI technology, and part of the reason is also suspicion of the future profitability of these companies.Simla Wealth Management

In such a market environment, investors and analysts have begun to re -evaluate the value of AI -related assets.Some investors are worried that high investment in AI technology may not bring expected high returns, and some analysts believe that the development of AI technology is still in early stages, and more time and investment can be achieved to achieve their commercial potential.

The rationality and risk of AI technology investment

The development of AI technology requires huge investment, but whether these investments are reasonable and when to get rewards is the focus of market attention.Barclays' analysts predict that by 2026, the annual expenditure of science and technology giants in AI may be as high as US $ 60 billion, and the corresponding income will be only $ 20 billion.This kind of investment is not matched with returns, which has exacerbated the market's concerns about the AI ​​bubble.

At the same time, the rotation phenomenon of the market sector also shows that investors may be re -evaluating the value of AI -related assets.In July, the Russell 2000 Index ETF IWM, which represents small and medium -sized market value companies, rose more than 8%, while the S & P 500 Index and the Nasdaq Composite Index fell.This may reflect the market's cautious attitude towards AI giants and the attention of other potential growth areas.

In this context, investors need to be more prudent to evaluate the future of AI technology and its long -term impact on the US stock market.The healthy development of the market requires the joint efforts of all participants, including investors, corporate decision makers and regulators.