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总结
《新左评论》Sidecar刊发法国学者Cédric Durand文章《After AI》，并与多家美媒财经报道形成呼应：AI叙事正深度影响资本市场。报道称，算法与AI相关交易正在主导部分股票交易与定价，可能加剧波动并影响个人投资组合；同时市场出现“AI泡沫”讨论，机构建议通过更偏产业过渡阶段的“transition stocks”参与AI行情以降低泡沫风险。多家分析亦指出AI概念股信号分化，投资者需警惕估值与预期落差带来的回撤。
正文
Cédric Durand, After AI - Sidecar New Left Review AI has taken over the stock market. That could be a problem for your portfolio. The Boston Globe Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart CNBC Play the AI boom without the bubble risk via these 'transition' stocks, says Bank of America MarketWatch AI Stocks Give Mixed Messages. But There's One Clear Takeaway for Markets and 5 Other Things to Know Today. Barron's
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