达利欧拆解“纸面财富”陷阱，警告AI热潮或重现1929和2000年泡沫时刻

【达利欧拆解“纸面财富”陷阱，警告AI热潮或重现1929和2000年泡沫时刻】金色财经报道，全球最大对冲基金桥水基金（Bridgewater Associates）创始人瑞·达利欧（Ray Dalio）发出迄今最严厉的市场警告，称当前围绕人工智能（AI）的投资热潮，正在将市场推向类似1929年和2000年的泡沫阶段。达利欧近日在播客《The Diary of a CEO》中表示，投资者必须认清一个关键现实：“股市财富不是现金。”他认为，当前市场创造了大量账面财富，但这些财富并不代表真实现金流。当主持人史蒂文·巴特利特（Steven Bartlett）提及投资人杰里米·格兰瑟姆（Jeremy Grantham）关于“美国历史上最大投资泡沫”的判断时，达利欧回应：“他说得对。”格兰瑟姆此前曾准确预警日本资产泡沫、互联网泡沫以及2007年金融危机前的房地产泡沫。达利欧认为，当前市场已出现多个泡沫典型特征：SpaceX(SPCX.O)完成史上最大规模IPO，Anthropic和OpenAI估值持续冲高，大量资金正在追逐尚未完全兑现盈利能力的AI资产。阿卡迪安资产管理公司（Acadian Asset Management）投资专家欧文·拉蒙特（Owen Lamont）提出的“泡沫四骑士”理论也显示，泡沫往往伴随四大信号：资产估值过高、投资者明知价格高企仍继续押注、企业大规模发行股票融资，以及大量新资金流入市场。达利欧解释称，泡沫的本质在于“纸面财富”被误认为真实财富。()
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