美股AI热潮终点将至？凯投宏观：一个“危险信号”正在闪烁

1.凯投宏观警告称，AI交易中股权发行量增加是泡沫破裂的信号，目前美国非金融企业股权发行总额与互联网泡沫、金融危机爆发前夕及疫情期间股市上涨时期相比，处于更高或相似水平； 2.但这并不意味着人工智能股票没有上涨空间。

Episode metadata supplied by the publisher feed · Published Jan 27, 2026

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美股AI热潮终点将至？凯投宏观：一个“危险信号”正在闪烁

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