Concerns over a bubble in the generative AI market have recently intensified. Large technology firms and AI investments hold significant sway in the stock market, yet their profitability has come under scrutiny. Both Sam Altman, CEO of OpenAI, and a report from MIT have raised flags about the return on investment in AI, fueling market anxiety. AI-related stocks on the U.S. market have experienced steep declines, whereas the AI computing power sector in the A-share market has remained relatively unscathed, with some stocks even reaching new peaks. Investors must remain vigilant, closely monitoring the alignment between stock prices and underlying performance to steer clear of blindly pursuing highs.
