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总结
《卫报》围绕“AI热潮是否形成泡沫”讨论投资者应如何防范潜在回撤，结合NPR、CNBC、金融时报与MarketWatch等观点，指出美股科技板块估值与预期抬升、资金过度集中及私募市场定价更易失真，部分基金经理已在为可能的“清算/修正”做准备。文章以“5个要点”提示读者观察收入与盈利兑现、估值与利率环境、融资与退出窗口、算力与资本开支压力，以及通过分散配置、控制杠杆与设置止损来降低冲击。
正文
AI bubble: five things you need to know to shield your finances from a crash The Guardian So are we in an AI bubble? Here are clues to look for. : Planet Money NPR Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart CNBC Fund managers prepare for 'reckoning' in US tech sector Financial Times The real AI bubble may be in the private market MarketWatch
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