Stock Market To Rally For 3-5 Years Before AI Bubble Bursts, Predicts Veteran Analyst Gene Munster: 'We're In The Early Stages'
Stock Market To Rally For 3-5 Years Before AI Bubble Bursts, Predicts Veteran Analyst Gene Munster: 'We're In The Early Stages'
The stock market is set to continue its bull run for another three to five years before an AI bubble bursts, according to veteran tech analyst Gene Munster.
资深科技分析师吉恩·芒斯特表示，在人工智能泡沫破裂之前，股市将再持续三到五年的牛市。
What Happened: Munster, the managing partner at Deepwater Asset Management, predicts that the stock market will continue to rise due to the increasing adoption of AI technologies. He believes that this trend will drive the market for the next three to five years, reported Business Insider.
发生了什么：深水资产管理公司的管理合伙人芒斯特预测，由于越来越多地采用人工智能技术，股市将继续上涨。据《商业内幕》报道，他认为，这种趋势将在未来三到五年内推动市场发展。
"We're in the early stages of what is a three to five year bull market, and that may seem out of touch given the market run that we've had more recently... but if you ultimately believe in the substance of AI is going to be greater than the hype, then the market is going to continue," Munster told CNBC on Friday.
芒斯特周五告诉CNBC：“我们正处于为期三到五年的牛市的初期阶段，考虑到我们最近的市场走势，这似乎脱节... 但如果你最终相信人工智能的实质将大于炒作，那么市场将继续下去。”
Despite the recent market surge, Munster remains optimistic about the future of AI-driven stocks. He anticipates that the market's growth will be fueled by smaller AI-focused companies, rather than just the mega-cap tech stocks.
尽管最近市场飙升，但芒斯特仍然对人工智能驱动的股票的未来持乐观态度。他预计，市场增长将由专注于人工智能的小型公司推动，而不仅仅是大型科技股。
Munster's optimism is based on the belief that AI technologies will have a greater impact than the internet. He predicts that the stock market will eventually be inflated by a new class of tech companies, particularly those focused on AI.
芒斯特的乐观情绪是基于这样的信念，即人工智能技术将比互联网产生更大的影响。他预测，新一类科技公司，尤其是那些专注于人工智能的公司，最终将抬高股市。
However, Munster also warns that this bubble will eventually burst, leading to a painful end to the decade. Despite this, he advises investors not to shy away from owning stocks, as there is still potential for wealth creation in the interim.
但是，芒斯特还警告说，这个泡沫最终将破裂，导致这十年的痛苦结局。尽管如此，他建议投资者不要回避持有股票，因为在此期间仍有可能创造财富。
"This is going to end in the spectacular bursting of a bubble, but I think there's a lot of wealth creation that can happen between now and then," Munster said.
芒斯特说：“这将以泡沫的惊人破裂而告终，但我认为，从现在到那时，可以创造很多财富。”
He also pointed out $Alphabet-A (GOOGL.US)$ and $Meta Platforms (META.US)$ as unique, flagship holdings in Deepwater Asset Management's tech-focused portfolio due to their in-house AI technologies.
他还指出 $谷歌-A (GOOGL.US)$ 和 $Meta Platforms (META.US)$ 作为深水资产管理公司以科技为重点的投资组合中独一无二的旗舰股票，这要归功于其内部的人工智能技术。
Why It Matters: Munster's prediction comes at a time when the stock market is experiencing significant shifts. Just recently, Goldman Sachs forecasted a flat return for the S&P 500 for the remainder of the year, suggesting that the stock market rally for 2024 has peaked.
为何重要：芒斯特的预测是在股市发生重大变化的时候作出的。就在最近，高盛预测标准普尔500指数在今年剩余时间内的回报率将持平，这表明2024年的股市涨势已经达到顶峰。
Additionally, investment strategist Ed Yardeni warned that the Fed's potential monetary easing through interest rate cuts could unleash a surge in the stock market, potentially propelling the S&P 500 to record highs by the year's end.
此外，投资策略师埃德·亚尔德尼警告说，美联储可能通过降息来放松货币政策，这可能会引发股市的飙升，有可能推动标准普尔500指数在年底前创下历史新高。
On the other hand, JPMorgan's Jamie Dimon voiced concerns about the persistent inflationary pressures in the U.S. economy. He suggested that these pressures may lead to a prolonged period of higher interest rates than what investors anticipate.
另一方面，摩根大通的杰米·戴蒙对美国经济持续的通货膨胀压力表示担忧。他认为，这些压力可能导致利率长期高于投资者的预期。