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总结
CNBC通过一张图汇总约40位科技领袖与分析师对“AI是否处于泡沫”的判断，显示市场观点分化：部分人士认为AI热潮已进入或接近早期泡沫阶段，估值与预期抬升带来回撤风险；也有人强调AI仍处扩散期，企业投入与应用落地可能支撑增长，甚至在AI支出放缓时股市仍未必立刻转向。多家媒体同时从投资角度提示，投资者应关注盈利兑现、资本开支与利率环境，分散配置并评估潜在波动对资产的影响。
正文
Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart CNBC AI bubble: five things you need to know to shield your finances from a crash | Investments The Guardian AI boom is in early bubble phase, Bridgewater founder Ray Dalio says Reuters Stocks Could Keep Rising Even if AI Spending Slows Down. Here's Why. Investopedia Putting the US AI boom(let) in perspective Financial Times
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