高盛行政總裁警告：AI 熱潮後 美國股市未來 1 至 2 年或現回調風險

Goldman Sachs CEO David Solomon stated on Friday that the U.S. stock market has been hitting new highs driven by the artificial intelligence (AI) boom; however, he anticipates that the U.S. stock market may face a correction risk in the next one to two years.

Solomon pointed out that market operations are cyclical. When new technologies emerge, leading to a significant influx of capital and the rise of new companies, the stock market often experiences fluctuations ahead of the potential of that technology. He cited the rise of the internet from the late 1990s to the early 2000s as an example, during which many of the world's largest tech companies were born, but it also caused some investors to suffer losses due to the tech bubble. He believes that AI-related investments could potentially repeat a similar situation.

He mentioned that a correction in the U.S. stock market could occur within the next 12 to 24 months, and that many capital investments may ultimately not yield returns, leading to a decline in market sentiment