'Bond King' Jeff Gundlach expresses skepticism about Wall Street's $500 billion AI investment, comparing it to asset-backed securities guaranteed by bananas
DoubleLine Capital创始人兼CEO、被称为“债券之王”的Jeff Gundlach表示,华尔街与英伟达等公司共同发起的5000亿美元AI投资计划“不太可能善终”,并将其比作由“未知寿命”的香蕉担保的资产支持证券。该计划于8月10日宣布,旨在为AI数据中心、服务器和冷却系统提供资金。Gundlach的评论反映了投资界对AI盈利能力和芯片价值持久性的担忧,尤其是在私有信贷市场快速增长的背景下。
Source:Yahoo财经 · Source Link
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