Translated material
AI - new bubble
The Director of Strategic Development of the Criminal Code of Alfa-Capital Vadim Loginov in the Forbes publication writes :
“Is the AI bubble in the stock market or not? Never before the indices of a wide market have been dependent on such a short list of shares. The AI benefits are estimated at more than $ 10 trillion, which amounts to more than a quarter of S&P 500 capitalization. In May, the NASDAQ index (American Exchange specializing in the shares of high -tech companies - Polit.ru) 100 reached a record level and increased from the beginning of the year by 26%.
BOFA experts (Bank of America - Polit.ru) recently issued a report in which they noted that the shares of AI are forming a new bubble. They compared this with an increase in gold prices in the 1980s, a boom in Asian shares in the early 1990s, the Internet in zero, real estate in 2008, Bigtech and Bitcoin in the early 2020s. The research company Datatrek also believes that the hype around the AI exists, but it has not yet transferred to the bubble of shares associated with the sector. For his formation, it is necessary that the money of retail investors will pour into the sector. By the way, under the segment of AI, thematic ETFs began to be created (the Foundation - Polit.ru traded on the exchange), which will contribute to the tributary. So it's still ahead. ”